Steven G. Lamb
Director of Finance/CFO at International Planning Group Ltd.
Profile
Steven G.
Lamb is currently the Chief Financial Officer & Treasurer at International Planning Group Ltd.
He previously worked as a Principal at Fox & Co. Investments, Inc. and Tofias PC.
Mr. Lamb obtained an undergraduate degree from Bentley University in 1981 and an MBA from Bentley University in 1989.
Steven G. Lamb active positions
| Companies | Position | Start |
|---|---|---|
International Planning Group Ltd.
 International Planning Group Ltd. Insurance Brokers/ServicesFinance International Planning Group Ltd. provides wealth structuring and transfer planning solutions for affluent individuals and executives of multi-national corporations. The firm provides innovative plan designs, expertise to deliver customized life insurance based solutions and access to the products necessary to implement solutions for a variety of complex needs. It also assists clients with strategies to maximize wealth accumulation, generate liquidity, meet personal liabilities, plan for future business continuity and facilitate additional wealth and security for clients and their families. The company was founded by Jon M. Baker Sr. in 1992 and is headquartered in Wellesley, MA. | Director of Finance/CFO | 1992-12-31 |
Former positions of Steven G. Lamb
| Companies | Position | End |
|---|---|---|
Tofias PC
 Tofias PC Miscellaneous Commercial ServicesCommercial Services Tofias PC provides accounting services. The private company is based in Cambridge, MA and has subsidiaries in the United States. | Corporate Officer/Principal | - |
Fox & Co. Investments, Inc.
 Fox & Co. Investments, Inc. Investment Banks/BrokersFinance Founded in 1986, Fox & Co., Investments, Inc. is an investment firm located in Phoenix, Arizona. They provide a full array of trading and execution services for their clients. They do not provide any internal research. | Corporate Officer/Principal | - |
Training of Steven G. Lamb
| Bentley University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Fox & Co. Investments, Inc.
Fox & Co. Investments, Inc. Investment Banks/BrokersFinance Founded in 1986, Fox & Co., Investments, Inc. is an investment firm located in Phoenix, Arizona. They provide a full array of trading and execution services for their clients. They do not provide any internal research. | Finance |
Tofias PC
Tofias PC Miscellaneous Commercial ServicesCommercial Services Tofias PC provides accounting services. The private company is based in Cambridge, MA and has subsidiaries in the United States. | Commercial Services |
International Planning Group Ltd.
International Planning Group Ltd. Insurance Brokers/ServicesFinance International Planning Group Ltd. provides wealth structuring and transfer planning solutions for affluent individuals and executives of multi-national corporations. The firm provides innovative plan designs, expertise to deliver customized life insurance based solutions and access to the products necessary to implement solutions for a variety of complex needs. It also assists clients with strategies to maximize wealth accumulation, generate liquidity, meet personal liabilities, plan for future business continuity and facilitate additional wealth and security for clients and their families. The company was founded by Jon M. Baker Sr. in 1992 and is headquartered in Wellesley, MA. | Finance |
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