

by angishields

by Mike

On this episode of “Wealth Matters”, hosts Craig Frankel and Robert Port discuss the issues and challenges in structuring and managing an investment portfolio with their guests Bill Leonard and Lane Steinberger.
Bill Leonard/Taylor English Duma LLP
Bill Leonard, a partner at Taylor English Duma LLP, has over three decades of experience in litigation involving securities and investments, liability of directors, officers, managers, and partners of businesses, shareholder and member rights and fiduciary duties, accountant and auditor liability, law firm liability, and banking law. His experience includes class actions, lawsuits in federal and state courts in many different states, and arbitrations. Mr. Leonard is also a trained mediator and has served as an arbitrator for securities disputes. He conducts internal investigations into potential wrongdoing by officers, directors, and employees of corporations. He has represented officers, directors, accountants, brokers, and other professionals in investigations by the Securities and Exchange Commission (SEC), the New York Stock Exchange, the Commodities Futures Trading Commission, and the Department of Justice. He has represented investors, stockbrokers, and brokerage firms in lawsuits and FINRA arbitrations concerning stocks, bonds, and options.
Mr. Leonard has been counsel to parties in litigation involving insurance coverage, restrictive covenants, tax sharing agreements, mergers and acquisitions, computer software, and other business disputes. He has represented shareholders in asserting dissenters’ rights in connection with corporate mergers and asset sales. He has also handled fiduciary litigation in several contexts, such as the representation of employees in litigation against trustees and corporate sponsors of ERISA plans to recover benefits and for breach of fiduciary duty, waste, and conflicting interest transactions.
Mr. Leonard investigated and asserted claims as counsel to the Federal Deposit Insurance Corporation against directors, officers, and attorneys of failed financial institutions in several states. As counsel to the National Credit Union Administration, he headed the investigation and assertion of claims against directors, officers, and attorneys of two Massachusetts credit unions, including uncovering the largest real estate fraud in United States credit union history.
LinkedIn Profile: https://www.linkedin.com/pub/bill-leonard/1b/68a/916
LinkedIn Company Page: https://www.linkedin.com/company/taylor-english-duma-llp
Lane Steinberger/Redwood Wealth Management
As chief investment officer, Lane Steinberger brings more than 20 years of experience in the world of finance and investing to Redwood Wealth Management. Lane also comes from a long line of entrepreneurs, including his grandfather and father, who owned a grocery store and furniture business in Statesville, N.C., that was established in the early 1900s
Lane’s path to Redwood started with Bank of America in Charlotte, N.C., advising clients on the foreign currency markets and derivative strategies, his first job after attending North Carolina State University. From there, it was on to international finance studies in Vienna, Austria, and Bangalore, India, as part of the University of South Carolina’s nationally ranked International MBA program.
He joined BellSouth in 2000, where he managed a $5 billion fixed income/bond portfolio for the company’s pension fund while also working as the fund’s asset allocation strategist, managing the asset allocation of the entire pension portfolio.
After BellSouth, Lane finally followed in the footsteps of his father and grandfather and started Alexander Investment Advisory, which later merged into Redwood.
Today, he holds both the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ designations, a distinction shared by few advisors. He intends to be a lifelong student since he is now currently working towards a Doctorate in Business at Georgia State University.
He has also served as a board member and media/communications head of the CFA Society of Atlanta and volunteers on the budget and finance committee for the JF&CS charity.
LinkedIn Profile: https://www.linkedin.com/in/lanesteinberger
LinkedIn Company Page: https://www.linkedin.com/company/redwood-wealth-management-llc
Facebook Page: https://www.facebook.com/RedwoodWealthManagement
About Gaslowitz Frankel:
Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.
If you would like to listen to past episodes of “Wealth Matters’, please visit their You Tube Channel.
Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!
Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute
by Stone Payton
Today we learned all about the Junior Achievement Fellows program from several perspectives . . .
We spoke to JA Sr. Manager Jerrod Compton, long time dedicated Volunteer and local businessman Shawn Meade with Redwood Wealth Management — and then we got the inside scoop directly from 3 enthusiastic, entrepreneurial JA Fellows: Cheyenne Cheathem, Adam Warren, & Jose Vega
Cheyenne Cheathem is a Rising Senior at the Kennesaw Mountain High School Academy of Mathematics, Science, and Technology. Adam Warren is a graduating senior from the Weber School and has completed his second year in the JA Fellows program. Jose Vega is a rising sophomore at Campbell HS in Cobb County and will be entering his second year as a JA Fellow this upcoming Fall.
As a JA Fellow, high school students develop the assets that will set them apart when competing for scholarships, in college, & beyond including:
– Leadership Team Building & Collaboration
– Financial Literacy & Entrepreneurship
– Business Etiquette Communication & Networking Skills.
The program offers a unique opportunity for self-motivated high school students to gain in-depth, hands-on experience that helps them become tomorrow’s entrepreneurs and leaders. Students meet once a week for two hours with a group of their peers to pursue bold, ambitious goals. They gain valuable insight on financial literacy and the free-enterprise system, and are able to interact with prominent business, community & civic leaders that will help them gain access to internship and scholarship opportunities.
* STAY TUNED FOR JA RADIO:Â Junior Achievement of Georgia will be launching their very own Business RadioX TM show soon !
We help local business leaders get the word out about the important work they’re doing to serve their market, their community, and their profession.
We support and celebrate business by sharing positive business stories that traditional media ignores. Some media leans left. Some media leans right. We lean business.
Build Relationships and Grow Your Business. Click here for more details.














