CEO

Richard J. Calhoun Jr. Chief Executive Officer, Laidlaw Wealth Management
Chief Executive Officer, Naples Wealth Planning

Mr. Calhoun is the Chief Executive Offer of Laidlaw Wealth Management and Naples Wealth Planning – wholly owned subsidiaries of Laidlaw Holdings. Previously Mr. Calhoun was the President of a Private Investment Boutique firm in MD/DC Metro market and prior to that was a Managing Director with Well Fargo Advisors Financial Network (FiNet), the Independent Advisor Channel of Wells Fargo Advisors. Mr. Calhoun has also held leadership roles with Smith Barney and Legg Mason. He began his career as a Financial Advisor with Merrill Lynch.

Mr. Calhoun at different times in his career has had responsibility for Practice Management, Business Development, Recruiting, Products & Services and M&A. In addition, he has been a Financial Advisor, Sales Manager, Branch Manager, Regional Director, Senior Leader and most recently President and equity partner of a private investment management company.

Mr. Calhoun who is married with three children enjoys coaching youth athletics and is also the former President of the Montgomery Township Baseball Softball Association. In addition, he is active with both his alma mater, Cornell University (Ithaca, NY) and high school, LaSalle College High School (Wyndmoor,PA) and is a member of the Maxwell Football Club’s Board of Directors.

Managing Partners

Ken MathiesonManaging Partner
(212) 953-4984

Ken Mathieson oversees Laidlaw Wealth Management & Fiduciary Services. Ken draws on more than 30 years of experience and expertise in areas of Asset Management, Financial Planning, Corporate Executive Services ( 401k, stock plan administration & benefits), Asset/Liability insurance coverage, and general market analysis.

Prior to assuming his role at LWM, Ken Mathieson spent time as a wealth management professional with a number of notable financial institutions including Steward Partners, Morgan Stanley, Smith Barney and Prudential Securities.

Ken holds a bachelor’s degree from the State University of New York Maritime College and a Master of Business Administration in Finance from Fairleigh Dickinson University. Beyond his professional responsibilities, he spends time engaging with various community and philanthropic organizations, including the Franklin Lakes Education Foundation, of which he served as president. He enjoys golfing and spending time with his family.

Keith HassanManaging Partner
(212) 953-4947

Keith Hassan is a Managing Partner at Laidlaw Wealth Management LLC (LWM). LWM is a Registered Investment Advisor affiliated with Laidlaw & Co (UK), a privately owned, full-service Investment Bank catering to corporations, families and mutigenerational investors. Keith has extensive experience in the financial services industry and previously held various roles in Institutional Equity Sales and Trading. Prior to joining Laidlaw, he was an Institutional Salesperson and Trader catering to Hedge Fund, Mutual Fund and Pension clients at Convergex Execution Solutions LLC, KCG Inc. and Morgan Stanley. His primary background is in Equities with a focus on Risk Arbitrage and Special Situations investing.

Keith graduated from the Villanova School of Business at Villanova University with a BS in Business Administration, majoring in Finance. An active participant in the Villanova Alumni community, Keith is a member of the Villanova Financial Club where he serves as the Chairman of the Internship Committee. The group provides mentorship and internship opportunities to current University students.

Management Team

Lina AngeloDirector, Client Life Cycle Management

Lina Angelo serves as a Sr. Client Service Associate with Laidlaw Wealth Management LLC. Lina brings 25+ years of financial services industry experience, specializing in client onboarding and client lifecycle management in for both institutional and retail clients.

Prior to joining Laidlaw, Ms. Angelo served as Director, Client Onboarding at Knight Capital Group and its successors and was also the Head of Credit, Risk & New Accounts at Tullett Prebon. She has also managed the onboarding of clients at Credit Lyonnais and Baring Securities Inc. Ms. Angelo’s experience includes an in-depth understanding of multiple asset classes (domestic and international), client workflows and client experience from onboarding to offboarding and partnering with internal stakeholders to ensure optimal processing.

Ms. Angelo currently holds the Series 99 license and resides in Middletown, NY with her husband and two children.

James BelloDirector of Operations

James Bello serves as Director of Operations at Laidlaw & Company (UK) Ltd. With over 22 years of experience in the securities business, James gained his operational experience working at multiple clearing firms holding various roles.

Prior to Laidlaw, Mr. Bello served as Managing Director of Relationship Management / Sales at Sterne Agee Clearing. Before Sterne Agee, Mr. Bello was a Director of Relationship Management / Sales at Ridge Clearing a Division of Broadridge (previously ADP, Bank of America, and US Clearing). Mr. Bello’s experience includes his role running a trading desk for US Clearing, working as a clerk on the floor of the American Stock Exchange, and working as an equities OTC trader for Fleet Bank. Mr. Bello holds the following licenses, Series 7, 63, 24, 4, and 55.

John CoolongCFO, Laidlaw Wealth Management

John Coolong joined Laidlaw in May 2011 as Chief Financial Officer. Prior to Laidlaw, Mr. Coolong was Director of Finance at AeropostaleInc, a publicly traded retail company with $2.0 billion in annual Sales. Between 2001-2006, Mr. Coolong was Controller of ElieTahari LTD and the Controller H&M. Mr. Coolong has also worked in the publishing and medical education industries. Mr. Coolong is a Certified Public Accountant and holds Series 7, Series 63, Series 27 and Series 24 Securities License.

Katina KatsarosDirector, Client Experience

Katina Katsaros, a client service associate with Laidlaw Wealth Management, brings 8 and a half years of financial industry involvement to the team. She joined Laidlaw and Company UK LTD, in 2012, and focuses on providing clients with a seamless service experience to achieve their financial goals.

Katina’s primary responsibilities include account maintenance, money movement, and client service. As a client service associate, she cares for Laidlaw Wealth Management throughout all phases of the client service commitment and provides executive and operational backing for the advisors and team.
In 2010 Katina earned her BA in Merchandising from LIM College in NYC. She currently resides in Great Neck, NY with her husband Andrew.

Alex ShtaynbergerRisk Management, Laidlaw Wealth Management

Mr. Shtaynberger serves as the Risk Manager at Laidlaw Wealth Management. Mr. Shtaynberger started his career with Oppenheimer and Company in 1990. While at Oppenheimer, he grew within the ranks and became the youngest Branch Compliance Manager in the firm, sharing the responsibility in supervising the largest branch office – with production in excess of $100 million. He also worked closely with senior management on special firm projects and initiatives. Mr. Shtaynberger joined Laidlaw & Company in 1999 an affiliate of LWM and was promoted through various positions until being named Managing Director and the Firm’s Director of Brokerage Operations in 2004. Mr. Shtaynberger is a graduate from Brooklyn College, City University of New York and attended New York University School of Continuing and Professional Studies focusing on Risk Management. He holds the following FINRA licenses: 4, 8, 24, 53, 7, 55, 63 and 65. In his free time, he is involved in many community and philanthropic organizations, including Shulamith School where he serves as Chairman, Board of Trustees. Mr. Shtaynberger resides in New York with his wife and their four children.