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Joel F. Conn

Mr. Conn is President and Chief Investment Officer of Lakeshore Capital, LLC where he is responsible for directing and implementing the investment policies of the firm. Prior to founding Lakeshore in 2004, Mr. Conn was a Managing Director and member of the board of directors of Montgomery Investment Management, Inc. located in Bethesda, Maryland. He also served as an Account Executive at Koonce Securities, an affiliated broker dealer of Montgomery. Prior to his joining Montgomery in 1998, Mr. Conn was a Principal at D.E. Frey & Company, an investment firm in Tallahassee, Florida.

Mr. Conn received his B.S in Finance from Miami University in 1993. He and his family live in Birmingham, Alabama.

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3755 Corporate Woods Drive
Suite 200
Birmingham, AL 35242

(205) 313-9000
(888) 244-0620
(205) 313-1221 FAX

info@lakeshorecapitalllc.com

   
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