CONNECT

Address:

9520 Ormsby Station Road, Suite 10
Louisville, KY 40223

Phone:

502.420.4000 or 800.240.3500

Fax/Other:

502.412.1297

Our Team

H. LOWELL WAINWRIGHT, JR.   
MANAGING PARTNER
502.420.4002 direct
lwainwright@wladvisor.com

For the past 33 years Mr. Wainwright has served as an investment advisor designing and monitoring both personal and small business investment strategies.  In 2006 and 2007 he received the prestigious Chairman’s Chair, which is rewarded to the leading Financial Advisor at Sterne Agee.  During his career Mr. Wainwright has completed numerous educational offerings including the Wharton SIA 3-year program, the Investment Management Consultant designation at UBS PaineWebber, and both the MASTERS 200 and SELECTIONS Portfolio Management Programs.  Currently, Mr. Wainwright holds the Series 7, Series 63, Series 65, and the Life & Health Insurance license.

Mr. Wainwright is a former Board member of both Sterne Agee Financial Services and Sterne Agee Inc.  In addition to being a past Board member of First Independence Bank, Mr. Wainwright has served as President of the Hurstbourne Kiwanis Club.  Mr. Wainwright graduated from Saint Xavier High School (’74) and the University of Kentucky (’77) with degrees in History and English.  He has been married to his wife Josephine for 37 years and has three children, Harold (University of Kentucky ‘09), Marilyn (University of Kentucky ‘09), and Grace (University of Louisville ’14).


PETER G. LAVENTIS
MANAGING PARTNER
502.420.4003 direct
plaventis@
wladvisor.com

For the past 23 years Mr. Laventis has served as an investment advisor beginning his career with Hilliard Lyons in 1994.  During his career he has completed numerous educational offerings including the Investment Management Consultant designation at UBS PaineWebber, and both the MASTERS 200 and SELECTIONS Portfolio Management Programs.  Currently, Mr. Laventis holds the Series 7, Series 63, Series 65, and the Life & Health Insurance license.

Mr. Laventis currently sits on the Board of Directors of Voicepad LLC and the Rovers Foundation, and is an active member of the AHEPA organization.  He is the past President of Kiwanis Club in Middletown, and a past Board member and Chairman of the Finance Committee for the Alliance of Community Hospices 1999-2005.  Mr. Laventis graduated from the Owen School of Business at Vanderbilt University with an MBA with a concentration in Finance.  He completed his undergraduate degree in Psychology/Counseling at Dickinson College in 1985.  He has been married to his wife Shelley for 27 years and has two sons, George (Centre College ’14) and Nicholas (Vanderbilt University ‘18).


HAROLD L. WAINWRIGHT, III
PARTNER
502.420.4022 direct
hwainwright@
wladvisor.com
 

Since 2009, Mr. Wainwright has served as an investment advisor overseeing mutual fund selection, unit investment trust selection, 401(k), SIMPLE plans, and other defined contribution plans within Wainwright Laventis. Mr. Wainwright earned the AIF® Designation from the Center for Fiduciary Studies in 2011. The AIF Designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process. Currently, Mr. Wainwright holds the Series 7, Series 66 and the Life & Health Insurance license. Mr. Wainwright is a graduate of Saint Xavier High School (’05) and the University of Kentucky (’09) with a Bachelor of Business Administration with a concentration in Finance.
 
 
MARILYN A. WAINWRIGHT
PARTNER
502.420.4021 direct
mwainwright@
wladvisor.com
 
Since 2009, Ms. Wainwright has served as an investment advisor overseeing mutual fund selection, unit investment trust selection, 401(k), SIMPLE plans, and other defined contribution plans within Wainwright Laventis. Ms. Wainwright earned the AIF® Designation from the Center for Fiduciary Studies in 2011. The AIF Designation certifies she has specialized knowledge of fiduciary standards of care and their application to the investment management process. Currently, Ms. Wainwright holds the Series 7, Series 66, and the Life & Health Insurance license. Ms. Wainwright is a graduate of Sacred Heart Academy (’05) and the University of Kentucky (’09) with a Bachelor of Business Administration with a concentration in Finance.

 

                                                          
                                                         
                                                          

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck