Stanley-Laman Group

Stanley Laman Group Ltd is committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise. Stanley Laman is an investment manager and financial advisory firm. Serving clients nationwide from its offices in Berwyn, Pennsylvania, one of Philadelphia’s Main Line suburbs, the Stanley Laman Group counts financial planning among its many areas of expertise. Since its founding in 1991, the firm has designed and implemented financial plans for hundreds of publicly traded companies, family offices, and high-net-worth individuals. With a staff comprised of Certified Financial Planners, tax attorneys, Chartered Life Underwriters, Chartered Financial Consultants, Chartered Financial Analysts, and Masters in Financial Services, Stanley Laman consistently delivers comprehensive financial plans that account for legal, liquidity, tax, insurance, and public securities issues. The work of the Stanley Laman Financial Planning Division is divided into several separate areas. For example, it is prudent to plan for the orderly transfer of interest in a business, either as an immediate concern or a future contingency, but such transfers can take many forms. The interest may be retained by the family and actively exercised by an heir, retained by nonactive heirs and managed by a third-party professional, or sold publicly or privately. In such instances, the experienced professionals at Stanley Laman will review and provide insight as to the advantages and disadvantages of each option, provide tax planning expertise to minimize costs, and implement the selected solution. In addition, when a public or private sale is selected, Stanley Laman will identify potential purchasers and investors from within its own client base. Another critical element of the Stanley Laman Planning Division’s work is business capital needs consulting. Proficient at accessing capital and financing, the Stanley Laman technical support staff assists clients in identifying and securing investor capital as well as secured and unsecured loans. In addition, the firm is adept at preparing public and private debentures and public offerings. One of Stanley Laman’s most valuable resources in this area is its own client base, which includes many individuals and enterprises that invest directly in private businesses. In addition, the Stanley Laman Group has developed strong relationships with investment banks that can facilitate the process of raising capital.

Stanley Laman Founders

William (Bill) Stanley, MSFS

President of Stanley Laman Group Education Master of Financial Sciences (MSFS) American College Bryn Mawr, PA Chartered Financial Consultant (CHFC) Chartered Life Underwriter (CLU) Work Experience 2014 - 2015 Chairman and CEO, VEREIT (VER; NYSE) 1976 - 1979 Auditor, General Electric Credit Corporation 1979 - 1991 Registered Representative, Capital Analysts, Inc. 1991 - Current President, The Stanley-Laman Group, Ltd. 2003 - Current Managing Member, Stanley-Laman Securities Boards 2007 - 2012 Independent Director, American Realty Capital Trust, Inc. ARCT; NASDQ 2009 - 2014 Lead Independent Director, New York REIT NYRT; NYSE 2009 - 2014 Independent Director, Business Development Company of America 2011 - 2014 Independent Director, ARC Properties Retail Centers of America 2013 - 2014 Lead Independent Director, American Realty Capital Properties IV 2014 - 2015 Independent Director, American Realty Capital Properties, Inc. (ARCP; NYSE) 2008 - Current Trustee, Matrix Biology Institute

James (Jim) Laman, J.D, LL.M

Vice President & Corporate Counsel of Stanley Laman Group Mr. Laman graduated from the University of Illinois-Chicago with a degree in Accounting. He began his career with Sears Roebuck in Chicago, working as a Senior Auditor, while attending law school at night. He obtained his Juris Doctor degree from Rutgers University School of Law in 1983 and went to work for Laventhol & Horwath in its Philadelphia office, as a Senior Tax Specialist. From Laventhol, Jim moved to Fidelity Mutual Life Insurance Company in Radnor, PA. At Fidelity, he supported the field offices as an Estate and Business Analysis attorney, while attending Villanova University School of Law's LL.M program, at night. Jim received his LL.M degree from Villanova School of Law in 1988, earning recognition for obtaining the highest GPA in the history of the program (at the time). Jim then went to work for Capital Analysts, Inc., in Radnor, PA, as a Staff Attorney, helping to fashion sophisticated estate plans for the Firm's clients. In 1991, Jim left Capital Analysts, to help form the Stanley-Laman Group, Ltd., ("SLG"), and has remained as a founder and principal. SLG has become a Registered Investment Advisor, comprised of an ensemble of elite investment, tax, legal and financial advisory talent to serve their ultra-wealthy clientele. Jim is also a founder and member of the Stanley Laman Group Securities, LLC, a registered Broker-Dealer, serving as both a Principal and FINOP. Jim operates the Law Offices of James J. Laman, LLC, a law firm engaged in Estate Planning for select clientele.

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