• Home
  • Services
    • Individuals & Families
      • LOM Blue (New Investors)
      • LOM Invest (Bahamas)
      • Bespoke Discretionary Account Management
      • Fixed Mandate Managed Accounts
      • Mutual Funds
      • Trading & Investment Brokerage
      • Offshore Gold & Precious Metals
    • Business Owners & Entrepreneurs
    • Institutions & Corporates
      • Global Custody Services
  • About
    • Management Team
    • Board of Directors
    • LOM Financial Statements
    • Corporate Structure & Security
    • Tax Exchange
    • Privacy Policy
    • Careers with LOM
    • Ocean Conservation
  • Insights
  • Calculator Tools
    • Investment Calculator
    • Find My Portfolio Mix
  • Open an Account
  • Contact
  • Client Login
  • LOM - Lines Overseas Management
  • Home
  • Services
    • Individuals & Families
      • LOM Blue (New Investors)
      • LOM Invest (Bahamas)
      • Bespoke Discretionary Account Management
      • Fixed Mandate Managed Accounts
      • Mutual Funds
      • Trading & Investment Brokerage
      • Offshore Gold & Precious Metals
    • Business Owners & Entrepreneurs
    • Institutions & Corporates
      • Global Custody Services
  • About
    • Management Team
    • Board of Directors
    • LOM Financial Statements
    • Corporate Structure & Security
    • Tax Exchange
    • Privacy Policy
    • Careers with LOM
    • Ocean Conservation
  • Insights
  • Calculator Tools
    • Investment Calculator
    • Find My Portfolio Mix
  • Open an Account
  • Contact
  • Client Login
  • globe-icon Language | EN
  • English English
  • Spanish Spanish

Author: Kristen Halbert

Home > Archives for Kristen Halbert

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • Next
  • Last
  • LOM Annual Report 2025

    LOM Annual Report 2025

    June 1, 2026

    We are pleased to share our new formal 2025 Annual Report. To view previous years’ financial statements, click here.

    arrow link
  • LOM LAUNCHES STUDENT ART COMPETITION TO CELEBRATE WORLD OCEANS DAY

    LOM LAUNCHES STUDENT ART COMPETITION TO CELEBRATE WORLD OCEANS DAY

    May 7, 2026

    LOM Financial announced the launch of its World Oceans Day Student Art Competition, inviting young artists across Bermuda to showcase… Read more

    arrow link
  • Staff Template (Presentation) (1)

    Jason Chlup Promoted to Assistant Vice President – Investments

    January 2, 2026

    LOM Financial (Bermuda) Limited is pleased to announce the promotion of Jason Chlup to Assistant Vice-President, Investments. With more than… Read more

    arrow link
  • Wealth Wednesday James Jason and Amy

    Ocean 89 Radio Interview – Wealth Wednesday

    December 22, 2025

    December 10, 2025 As the Christmas lights go up and the so-called Santa Claus rally comes into focus, December reminds… Read more

    arrow link
  • Staff Template (Presentation)

    Lewis Cohen Promoted to Senior Investment Advisor

    December 12, 2025

    LOM Financial is pleased to announce the promotion of Lewis Cohen from Investment Advisor to Senior Investment Advisor. “Lewis’ elevation… Read more

    arrow link
  • A Sit Down With Jason and Amy

    Ocean 89 Radio Interview – Wealth Wednesday

    December 1, 2025

    In this episode, we are joined by Amy Clarke, Investment Advisor, along with our staple Jason Chlup, Senior Investment Advisor…. Read more

    arrow link
  • Ocean 89 Radio Interview – Wealth Wednesday

    Ocean 89 Radio Interview – Wealth Wednesday

    November 7, 2025

    Though summer is behind us, and market conditions always bring periods of change, our core advice remains the same: focus… Read more

    arrow link
  • Ocean 89 Radio Interview

    Ocean 89 Radio Interview – Wealth Wednesday

    September 4, 2025

    The past couple of weeks have offered a welcome break from the usual pace of financial news, giving us a… Read more

    arrow link
  • Ocean 89 Radio Interview – Wealth Wednesday

    Ocean 89 Radio Interview – Wealth Wednesday

    August 14, 2025

    Welcome to another episode of Wealth Wednesday, where we delve into the concept of timing your investments in today’s financial… Read more

    arrow link
  • Appointment of New Director

    Appointment of New Director

    August 4, 2025

    Hamilton, Bermuda – LOM Financial Ltd. is pleased to announce Francesca Lines has beenappointed as a director with effect from… Read more

    arrow link
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • Next
  • Last

Insights by Categories

  • Build Your Knowledge
  • Radio Interviews
  • LOM Company News
  • Financial Blog

Insights by Author

  • Nan Wang
  • Craig Lines
  • Bryan Dooley
  • Peter Goodall
  • Kristen Lahner
  • Sue Couper

Investment Services

  • Individuals & Families
    • LOM Blue (New Investors)
    • Bespoke Discretionary Account Management
    • Fixed Mandate Managed Accounts
    • Mutual Funds
      • Money Market Mutual Funds
      • Fixed Income Mutual Funds
      • Stable Income Fund
      • Balanced Mutual Fund
      • Equity Growth Mutual Fund
      • Emerging Market Fund
      • LOM Innovation & Opportunity Fund
    • Trading & Investment Brokerage
    • Offshore Gold & Precious Metals
  • Business Owners & Entrepreneurs
  • Institutions & Corporates
    • Global Custody Services

Open an Account

Request to open an account with LOM today. Click below to apply.

Account Application
LOM

Overseas Investments

  • Individuals & Families
  • Portfolio Mix Calculator
  • Business Owners & Entrepreneurs
  • Institutions & Corporates
  • LOM Brochure (English)
  • LOM Brochure (Spanish)

Our Locations

  • Bermuda
  • Bahamas
  • Cayman

Contact

  • Contact Us
  • Open an Account
  • Careers with LOM
LOM - Facebook LOM - Instgram LOM - LinkedIn

LOM Financial (Bermuda) Limited is licensed to conduct Investment Business by the Bermuda Monetary Authority and is a Registered Person with the Cayman Islands Monetary Authority. Global Custody & Clearing Limited is licensed to conduct Investment Business by the Bermuda Monetary Authority. LOM Financial (Bahamas) Limited is licensed to conduct Investment Business by the Securities Commission of the Bahamas. LOM Invest Ltd is licensed to provide Investment Advice by the Securities Commission of the Bahamas.

@2026 Global Custody & Clearing Limited. All Rights reserved. Privacy Policy and LOM data privacy notice . Note: we do not currently accept customers who are residents of the United States or Canada. Also, please be aware this is not an offer or solicitation for brokerage services, investment advisory services, or other products or services in any jurisdiction where we are not authorized to conduct investment business or where such offer or solicitation would be contrary to the securities or local laws and regulations of that jurisdiction. For more information, please see our full disclosure/disclaimer.