Alan Eppers

Alan Eppers is a Senior Vice President and Investments at Lantern Investments, part of Herold Advisors, Inc., based in Melville, NY. He brings over three decades of experience in the financial services industry, focusing on wealth management, investment advisory, and strategic planning for high net worth individuals, family trusts, and small businesses. His expertise spans a broad range of asset classes, including equities, fixed income, alternative investments, and retirement planning solutions, with a particular emphasis on tailored portfolio strategies for clients seeking long-term growth and capital preservation.

Throughout his career, Alan has held senior roles at prominent firms such as Merrill Lynch, Salomon Smith Barney, and Prudential, before joining Herold & Lantern Investments. His background as a small business owner provides him with a unique perspective on the financial challenges faced by entrepreneurs, which he leverages to deliver comprehensive financial solutions. Alan is known for his client-centric approach, combining deep market knowledge with a commitment to personalized service.

Alan holds a Bachelor of Arts Degree in Business Administration from SUNY Oswego and an Associate Degree in Business Administration from Suffolk County Community College. He is recognized for his active community involvement, including coaching youth sports and supporting charitable organizations. His contributions to the investment industry are marked by a dedication to ethical standards, client advocacy, and continuous professional development.