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Donald B

Pawling, NY

Bourne Lent Asset Managament, Inc.

Donald Bourne is a financial advisor at Bourne Lent Asset Management, Inc. with four years of industry experience. He has been with Bourne Lent since 1991. Bourne Lent Asset Management provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, businesses, and municipal entities. The firm employs a fundamental analysis approach with customized portfolio construction, emphasizing individual equities and bonds, and serves a range of clients including high-net-worth individuals and state and municipal clients.

Active portfolio management
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Kevin S

Series 65

San Diego, CA

Bourne Lent Asset Managament, Inc.

Kevin Stickle is a financial advisor at Bourne Lent Asset Management, Inc. in San Diego, CA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at The Millennium Alliance, Charles Schwab, and New York Life. Bourne Lent Asset Management offers discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, businesses, and municipal entities. The firm emphasizes fundamental analysis and customized portfolio construction, focusing primarily on individual equities and bonds while also utilizing mutual funds and ETFs as needed.

Active portfolio management
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John L

CFA®, Series 63, Series 65

Montclaire, NJ

Bourne Lent Asset Managament, Inc.

John Lent is a CFA® charterholder with four years of industry experience. He is affiliated with Bourne Lent Asset Management, Inc., where he has worked since 2006. Prior to this, he has been associated with U.S. Trust Company since 1996. Bourne Lent Asset Management provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, businesses, and municipal entities. The firm emphasizes fundamental analysis and customized portfolio construction, focusing primarily on individual equities and bonds while incorporating mutual funds and ETFs as needed.

Active portfolio management
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