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    Peter Katz • Harold Lantern Investments

    Peter Michael Katz is an Investment Adviser and Broker at Herold & Lantern Investments, Inc. and Lantern Wealth Advisors, LLC, specializing in wealth management and portfolio strategy with an emphasis on international markets. At Herold & Lantern, he has overseen robust portfolio performance, citing particularly strong returns in 2025, and has played a key role in attracting significant institutional interest from Europe and Asia. Katz's career spans several decades in the investment industry, and his current registration with FINRA and the SEC underscores his status as a licensed financial professional. He holds active securities licenses and has earned recognition for driving new global consulting relationships and expanding the firm's institutional client base.

    Peter Katz's questions to Silvercrest Asset Management Group Inc (SAMG) leadership

    Peter Katz's questions to Silvercrest Asset Management Group Inc (SAMG) leadership • Q4 2024

    Question

    Peter Katz of Harold Lantern Investments, a long-term shareholder, asked for management's thoughts on the company's dividend and share buyback policy, given its cash position and lack of debt.

    Answer

    Executive Richard Hough reiterated Silvercrest's commitment to returning capital to shareholders. He explained that while they maintain cash for potential strategic M&A opportunities, they believe buybacks are a good use of capital and will continue to evaluate them. Regarding the dividend, Hough stated the goal is to maintain a high, sustainable yield that can withstand market downturns, providing a strong return for long-term investors. The current dividend level is considered prudent and comfortable.

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