Inactive

Steven Alexander Lantz-Gefroh

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Current Employers

Otr Global Llc

One Manhattanville Road Suite 105, Purchase, NY 10577 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-01-21

CA RA
APPROVED

Since 2026-01-21

Branch Locations

One Manhattanville Road Suite 105, Purchase, NY 10577 • United States

25 Commerce Drive, Cranford, NJ 07016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Otr Global Llc	Purchase	NY	04/2025	Present
Bwg Global Llc	Cranford	NJ	12/2022	Present
Inlighten	Clarence	NY	04/2021	11/2022
Dick's Sporting Goods	Amherst	NY	06/2020	04/2021
Suny Oswego	Oswego	NY	08/2018	06/2020
Stony Brook University	Stony Brook	NY	09/2016	06/2018
Tides Property Ownership Association	Rocky Point	NY	06/2014	08/2016

04/2025 → Present

Otr Global Llc

Purchase, NY
12/2022 → Present

Bwg Global Llc

Cranford, NJ
04/2021 → 11/2022

Inlighten

Clarence, NY
06/2020 → 04/2021

Dick's Sporting Goods

Amherst, NY
08/2018 → 06/2020

Suny Oswego

Oswego, NY
09/2016 → 06/2018

Stony Brook University

Stony Brook, NY
06/2014 → 08/2016

Tides Property Ownership Association

Rocky Point, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-01-21

S65 Uniform Investment Adviser Law Examination

2026-01-21

Other Names

Alex Lantz-Gefroh
Steven Lantz-Gefroh

View on SEC IAPD

Other Firms

GREENHAVEN ASSOCIATES INC

UBS FINANCIAL SERVICES INC.

NOW ASSET MANAGEMENT LLC

JANNEY MONTGOMERY SCOTT LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

GREYWOLF CAPITAL MANAGEMENT LP

OLSTEIN CAPITAL MANAGEMENT, L.P.

RBC CAPITAL MARKETS, LLC

Other Investors

JOSHUA BERNARD SANDBULTE

ERIC ALAN BICKLER

RYAN VINCENT HETZER

Anthony Joseph DiPerri

Michael Patrick Zazuri

DYLAN William WYNNE

ROB ANTONY SABEL

Other Offices

GREENHAVEN ASSOCIATES INC · PURCHASE, NY

UBS FINANCIAL SERVICES INC. · Purchase, NY

NOW ASSET MANAGEMENT LLC · PURCHASE, NY

JANNEY MONTGOMERY SCOTT LLC · PURCHASE, NY

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PURCHASE, NY

GREYWOLF CAPITAL MANAGEMENT LP · PURCHASE, NY

OLSTEIN CAPITAL MANAGEMENT, L.P. · PURCHASE, NY

RBC CAPITAL MARKETS, LLC · PURCHASE, NY

More in Purchase, NY

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