Former President of Fidelity Investments Private Wealth Joins Financial Recovery Technologies as Senior Advisor

FRT Admin
Site administrator
April 13, 2015

David Lamere brings to FRT over 30 years of financial services experience

Financial Recovery Technologies, LLC (FRT), a leader in securities class action settlement recovery, today has named David Lamere to its advisory board. David has over 30 years’ experience leading the strategic efforts for wealth management firms. Earlier in his career, David served as Vice Chairman of Mellon Financial and President of Mellon’s Private Wealth Management group where he led Mellon’s private client services. He was responsible for coordinating all of Mellon’s nationally recognized investment, wealth management and private banking services. More recently, Mr. Lamere was hired to create and build the Private Wealth Management business for Fidelity Investments, serving as President of the group focused on providing a full range of investment management, asset allocation, product, trust and other administrative capabilities to high-net-worth clients. Currently, David is a board member for Big Brothers Big Sisters of Massachusetts, Beth Israel Deaconess Medical Center and Babson College. Mr. Lamere holds a Bachelor of Science degree from Babson College.

“We are pleased to welcome David as a member of FRT’s board of advisors,” said Rob Adler, President of FRT. “David has had great success as a leader in the wealth management space and has a great understanding of the needs of financial advisors and their clients. We are excited for David to bring his expertise to FRT as we develop innovative solutions to service this segment.”

“I believe FRT represents an exciting solution to satisfy the class action needs of wealth management firms, advisors and their clients,” said Mr. Lamere. “I look forward to the opportunity of helping FRT expand its offering.”

About FRT

U.S. CLAIMS  I  GLOBAL GROUP LITIGATION  I  ANTITRUST  I  LITIGATION MONITORING  I  BUYOUTS

Founded in 2008, Financial Recovery Technologies (FRT) is the leading technology-based services firm that helps the investment community identify eligibility, file claims and collect funds made available in securities and other class action settlements. Offering the most comprehensive range of claim filing and monitoring services available, we provide best-in-class eligibility analysis, disbursement auditing and client reporting, and deliver the highest level of accuracy, accountability and transparency available. For more information, go to www.frtservices.com.

This communication and the content found by following any link herein are being provided to you by Financial Recovery Technologies (FRT) for informational purposes only and does not constitute advice. All material presented herein is believed to be reliable but FRT makes no representation or warranty with respect to this communication or such content and expressly disclaims any implied warranty under law. Opinions expressed in this communication may change without prior notice. Firms should always seek legal and financial advice specific to their unique situation and objectives.

ABOUT FINANCIAL RECOVERY TECHNOLOGIES
SETTLED  I  NON-US GLOBAL OPT-IN  I  ANTITRUST  I  GLOBAL PASSIVE  I  DIRECT OPT-OUT  I  BUYOUTS

Founded in 2008, Financial Recovery Technologies (FRT) is a leading technology-based services firm that helps the investment community identify eligibility, file claims and collect funds made available in securities and other class action settlements. Offering the most comprehensive range of claim filing and monitoring services available, we provide best-in-class eligibility analysis, disbursement auditing and client reporting, and deliver the highest level of accuracy, accountability and transparency available. For more information, go to www.frtservices.com.

 

This communication and the content found by following any link herein are being provided to you by Financial Recovery Technologies (FRT) for informational purposes only and does not constitute advice. All material presented herein is believed to be reliable but FRT makes no representation or warranty with respect to this communication or such content and expressly disclaims any implied warranty under law. Opinions expressed in this communication may change without prior notice. Firms should always seek legal and financial advice specific to their unique situation and objectives.