Mark Lawrence, Chief Executive Officer (CEO) & Chief Compliance Officer (CCO)
Prior to co-founding Alphamont in 2016, Mark Lawrence was founder and CEO of InfoPartners, Inc., a national hospital IT management and implementation firm from 1986 through 2014, plus a final year in an advisory role in 2015. InfoPartners Inc. was acquired by Santa Rosa Consulting Inc. in 2012 and continues on as a wholly-owned subsidiary. In 2009, Mark made a commitment to taking a more active role in understanding and managing his personal and family investments in public equities and fixed income instruments. Mark received his MHA degree from the Fuqua School of Business, Duke University (healthcare MBA) in 1983. He received his BA from the University of the South (Sewanee) in 1981. Mark is an Investment Adviser Representative of Alphamont Funds LLC.
Anthony Breen, CFA, Chief Investment Officer (CIO)
Prior to co-founding Alphamont in 2016, Anthony Breen obtained his MBA from Boston University's Questrom School of Business, graduating with High Honors and a concentration in Finance in September 2016. Before attending graduate school, Anthony was a Geneva Implementation Analyst at Bain Capital Credit, working closely with their accounting, operations, and IT teams to finish an Advent Geneva implementation. After graduating from Cornell University in 2010 with a major in Computer Science and minor in business, Anthony worked as an IT consultant for GFT USA Inc. (formerly G2 Systems LLC) out of their New York City and then Boston offices. From the New York office Anthony had a variety of institutional and hedge fund clients, and while in Boston he consulted full-time for the Bank of New York Mellon at their downtown Boston offices on a multi-year conversion to Advent Geneva. Anthony has extensive experience managing his personal and family investments, through which he has traded a variety of strategies involving stock, options, and futures both long and short. Anthony is an Investment Adviser Representative of Alphamont Funds LLC, a CFA charter holder, and a member of CFA Society Nashville.
Meredith Lawrence, Analyst
Meredith Lawrence is an Investment Adviser Representative and Analyst with Alphamont Funds LLC. Prior to Alphamont, she was a Digital Solutions Coordinator for the email marketing services offered by Acxiom Corporation. Prior to Acxiom, she was a digital marketing coordinator, executing multi-channel marketing strategies for two technology start-ups, and a new Nashville restaurant. Meredith’s long-term interest in the public equities markets and financial and marketing analysis have led her to pursue a career in investment management. She graduated Magna Cum Laude from The University of the South in 2013 with a degree in English and minors in Business, Music, and Women’s Studies.