Douglas C. Lane & Associates

Douglas Lane is a financial advisor with Douglas C. Lane & Associates, holding a Series 65 designation and 10 years of industry experience. He previously worked at DCLA Partners LLC from 2016 to 2020. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management services to high-net-worth individuals, families, trusts, endowments, corporations, pension and retirement plans, foundations, and other institutions. The firm emphasizes proprietary fundamental research and a flexible core investment strategy across company sizes and sectors, offering customized portfolios, financial planning, and access to third-party cash, credit, and insurance solutions.

Kelleen Kiely is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Douglas C. Lane & Associates since 2021. Her prior experience includes roles at Riverview Analytical Solutions and Pzena Investment Management. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals, families, institutions, and retirement plans. The firm emphasizes proprietary fundamental research and customized portfolios focused on individual equity securities and fixed income, alongside financial planning and third-party solution introductions.

Charles Bustin Jr. is a CFA® charterholder with 4 years of industry experience, currently serving as an advisor at Douglas C. Lane & Associates since 2010. He is based in New York, NY. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for a diverse client base, including high-net-worth individuals, families, trusts, endowments, and institutions. The firm emphasizes proprietary fundamental research and offers customized portfolios focused on individual equity securities and fixed income, alongside financial planning and access to third-party cash, credit, and insurance solutions.

Robert Lane is a financial advisor with Douglas C. Lane & Associates in Boca Grande, FL, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has worked in various capacities at Morgan Stanley and its affiliates from 1991 to the present. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management services to high-net-worth individuals, families, institutions, and other entities. The firm emphasizes customized portfolios focused on individual equities and fixed income, with a long-term investment approach supported by proprietary fundamental research.

Michael Razewski is a financial advisor at Douglas C. Lane & Associates with Series 66 credentials and six years of industry experience. He has been with Douglas C. Lane & Associates since 2005 and previously worked at Merrill for two years. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals and various institutions. The firm emphasizes customized portfolios focusing on individual equity securities and fixed income, utilizing proprietary fundamental research and a flexible core investment strategy.

Marc Milic is a CFP® professional at Douglas C. Lane & Associates with four years of industry experience. He has been with the firm since 2002. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management services for high-net-worth individuals, families, institutions, and pension plans. The firm emphasizes customized portfolios focused on individual equity securities and fixed income, supported by proprietary fundamental research and a flexible long-term investment approach.

Kevin Walden is a CFA® charterholder with 13 years of industry experience. He has been with Douglas C. Lane & Associates since 2020 and previously worked at Levasseur Capital Partners LLC for 12 years. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management primarily for high-net-worth individuals, families, and institutions. The firm focuses on customized portfolios emphasizing individual equity securities and fixed income, supported by proprietary fundamental research and a flexible, long-term investment approach.

Sarat Sethi is a CFA® and CIC-designated financial advisor with 10 years of industry experience. He has been with Douglas C. Lane & Associates since 2016. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals, families, and various institutional clients. The firm emphasizes proprietary fundamental research and a flexible investment approach focused on long-term ownership, offering customized portfolios that include individual equities, fixed income, and access to third-party solutions.

Michael Jensen is a CFP® and ChFC® with Series 63 licenses, currently serving as a financial advisor at Douglas C. Lane & Associates. He has seven years of experience in financial services, including prior roles at Charles Schwab and Pinnacle Financial Services, Inc. Jensen has also worked in design management and spent four years at Delaware Valley University. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals, families, institutions, and retirement plans. The firm emphasizes proprietary fundamental research and offers customized portfolios with a long-term investment approach across equity and fixed income, as well as financial planning and access to third-party cash, credit, and insurance solutions.

John Sini Jr. is a financial advisor at Douglas C. Lane & Associates with 10 years of industry experience. He has been with the firm since 2016. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management services for high-net-worth individuals, families, institutions, and retirement plans. The firm emphasizes customized portfolios with a focus on individual equity securities and fixed income, employing proprietary fundamental research and a flexible core investment strategy.

Edward Dewees is a CFA® and CIC credentialed financial advisor at Douglas C. Lane & Associates with 19 years of industry experience. He has been with Douglas C. Lane & Associates since 2016. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management services primarily for high-net-worth individuals and various institutional clients. The firm emphasizes customized portfolios focused on individual equity securities and fixed income, employing proprietary fundamental research and a flexible core investment strategy with a long-term orientation.

Jeremy Wittenberg is a CFP® professional with 11 years of industry experience, currently serving at Douglas C. Lane & Associates since 2024. His prior experience includes roles at Corient Services LLC, Kore Private Wealth, Jeffries LLC, and UBS Financial Services. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management primarily for high-net-worth individuals and institutional clients. The firm emphasizes customized portfolios focused on individual equities and fixed income, using proprietary fundamental research and a flexible core investment strategy with a long-term ownership orientation.

Kaitlin Weidner is a CFA® charterholder based in New York, NY, with 3 years of industry experience. She has been with Douglas C. Lane & Associates since 2013. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a proprietary fundamental research approach and offers customized portfolios with a focus on individual equity securities and fixed income, alongside financial planning and access to third-party investment solutions.

Matthew Vetto is a CFA® charterholder and holds a Series 63 license. He has been with Douglas C. Lane & Associates since 2005, accumulating 21 years of industry experience. Matthew is based in New York, NY. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management primarily for high-net-worth individuals, families, institutions, and retirement plans. The firm focuses on customized portfolios with an emphasis on individual equity securities and fixed income, employing proprietary fundamental research and a flexible core investment strategy.

Frasier Esty is a CFP® with four years of industry experience, currently serving at Douglas C. Lane & Associates since 2021. Prior to joining Douglas C. Lane, he spent seven years at Bessemer Trust Company. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals, families, and institutions. The firm emphasizes proprietary fundamental research and a flexible core investment strategy, offering customized portfolios primarily focused on individual equities and fixed income, along with financial planning services and access to third-party investment solutions.