Scott D. Lasky, CFP™, MBA

Founder and Managing Partner

A pioneer in the fee-based investment advisory movement, Scott D. Lasky, Certified Financial Planner™, is the

founder and managing partner of Lionshead Wealth Management, LLC a fee-only financial planning and investment advisory firm. Scott has worked in the fee-based advisory business since the beginning of his career, executing financial plans and managing the portfolios of high-net-worth individuals. Previously, he was a founding employee of a large NYC Registered Investment Advisor firm where he learned the advisory business from the ground up. He then co-managed the assets of a multi-billion dollar family office before founding Lionshead. A continued desire for serving his clients and unquenched thirst for knowledge, Scott is always innovating has a passion for delivering creative financial solutions. He holds an MBA in finance from Fordham University Graduate School of Business, completed the Financial Planning Program at New York University and has a BA from the University of Wisconsin-Madison. Scott’s leisure time activities include road cycling, downhill skiing and he is a coffee connoisseur. He lives with his wife, a practicing dentist, their two children and one fluffy dog in Bergen County, NJ

Michael Bernstein, CFP™ - Michael joined Lionshead in 2023. At Lionshead, Michael is a financial planning professional, working directly with clients helping them achieve their financial goals. Michael has worked with financial planning firms since college and attained his Certified Financial Planner™ designation shortly after graduating. He continues to expand his expertise and impact through continuing education to assist clients in various stages of their financial lives. He is a graduate of The University of Miami, where he completed his bachelor’s degrees in finance and management. In his free time, Michael enjoys skiing, reading, and spending time in nearby Central Park.

Mehak Thukral – Director of Operations - Mehak has been with Lionshead since its inception in 2017. Mehak keeps Lionshead running smoothly. She is responsible for all business operations and ensures that Lionshead remains in compliance with all SEC regulations. She is in charge of books and records, human resources, billing, employee compliance and is an essential member of the Lionshead team. Mehak is a graduate of Fordham University.