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Patrice C. Lara
President
Ms. Lara graduated from the University of Oklahoma in 1970 with a Bachelor
of Arts degree in Sociology and Education. In 1978, she moved to Virginia
and from 1980 -1984 she served as the Director of Development for the
Fairfax Symphony. In 1984, she became a registered representative of Lara,
Shull & May, Ltd., a full service financial planning firm.
In 1991, Ms. Lara and her husband, E.Ronald Lara CFP, founded the Lara
Group, Ltd. asset management firm. She was responsible for the day-to-day
operations of the firm, client services, and marketing activities.
Currently she oversees the administration of the firm and focuses on
institutional client services.
Ron Lara, CFP
Portfolio Manager
A 1968 graduate of the University of Maryland with a Bachelor of Science in
Civil Engineering, Mr. Lara was the Assistant District Engineer for Humble
Oil and Refining Company from June 1968 to April 1969. He then served in
the United States Army through April 1971. Following his military service,
Mr. Lara entered the financial services field with a Washington, DC firm.
In 1997, Mr. Lara became one of the first designated Certified Financial
Planners in the Washington, DC area. In 1981, he founded Lara, Shull & May,
Ltd., an independent, full service investment and financial planning firm.
During 1985 and 1986 Mr. Lara developed an investment strategy utilizing US
Treasuries, formalizing the US Treasury Bond Management Program in 1987. As
a result of the Program's success, The Lara Group, Ltd. was formed in 1991
for the sole purpose of managing investment funds using US Treasury
Securities
Jennifer Szaro
Director of Marketing
A 1994 graduate of the University of Rhode Island with a Bachelor of Science
in Textile Marketing Ms. Szaro served as product manager and marketing
director for Head Sportswear and Fila until 1999. In 1999, she joined Verio
as product manager for internet-based applications.
Ms. Szaro joined The Lara Group in 2000 to continue the development of the
U.S. Treasury Bond Management Program and the Lara U.S. Treasury Fund. She
currently directs marketing activities and performs quarterly reporting.
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