|
DOUGLAS C. LANE, CFA,
CIC
President
Principal, Portfolio Manager/Equity
Analyst
Doug has been an
investment advisor for more than
35 years. A 1967 graduate of
Lehigh University, Doug received
his Masters in Business
Administration from the
University of Michigan in 1968.
Prior to establishing Douglas C.
Lane & Associates in 1994, he
was a research analyst,
portfolio manager and partner at
a private investment counsel
firm for 26 years. A trustee of
Lehigh University for 10 years,
Doug chaired Lehigh's investment
committee for its endowment and
was vice chairman of the finance
committee. He continues to
serve as Trustee Emeritus. In
June 2002 Doug received the
prestigious L-in-Life award from
Lehigh University. He has also
served on the Board of Trustees
of Florida Institute of
Technology. Doug is a Chartered
Financial Analyst, Chartered
Investment Counselor and a
member of the New York Society
of Security Analysts. He has
been a guest on Forbes on Fox,
CNN, and CNBC as a market
strategist and equity analyst.
GAY LANE
Principal, Chief Operating
Officer
Gay is a founder
of the firm and
serves as Chief
Compliance
Officer. She is
head of human
resources at
Douglas C. Lane
& Associates and
has managed the
firm’s public
relations and
finances since
the firm’s
inception in
1994. She also
has special
responsibilities
for marketing
and clients
relations. Gay
brings a wealth
of
administrative
and personnel
experience to
the firm and
helps define the
client-centric
focus of the
firm’s 27
associates.
EDWARD D. DEWEES, CFA,
CIC
Principal, Portfolio Manager/Equity
Analyst
Ned graduated from Wesleyan
University in 1980 and received
his Masters in Business
Administration from Columbia
University’s Graduate School of
Business in 1992. Before
joining Douglas C. Lane &
Associates in 1995, Ned was an
associate at The Bridgeford
Group, a merger and acquisition
advisory firm in New York City.
Ned is a Chartered Financial
Analyst, Chartered Investment Counselor, a member of the New
York Society of Security
Analysts, and a trustee of the
Allen Hilles Fund, a charitable
foundation based in
Philadelphia. Ned became a
principal of the firm in 2000.
SARAT SETHI, CFA, CIC
Principal, Portfolio Manager/Equity
Analyst
Sarat graduated magna cum laude
from Lehigh University in 1992
where he was a Martindale
Scholar, earning a Bachelors of
Science in Business and
Economics. After working at
Coopers & Lybrand as a certified
public accountant, Sarat
attended Harvard Business School
where he earned a Masters in
Business Administration. Sarat
worked for JP Morgan in the
Mergers & Acquisition/Corporate
Finance area focusing on
domestic and cross-border
transactions until joining
Douglas C. Lane & Associates in
1999. Sarat has served on Lehigh University's Board of Trustees and is currently an active member of the University's Endowment Investment Committee. He is also the Vice-Chairman of Lehigh’s College of Business and Economics Board of Advisors and President of the Martindale Society. He is a Chartered Financial Analyst, Chartered Investment Counselor and a member of the New York Society of Security Analysts. He appears regularly on CNBC, BBC and Bloomberg as a market strategist and equity analyst. Sarat became a principal of the firm in 2001.
JOHN R. SINI, Jr.
Principal, Portfolio Manager/Equity Analyst
John graduated with a Bachelor
of Science in Business and
Economics with a concentration
in Finance from Lehigh
University in 1994. After
working as a financial analyst
in the Valuation Services Group
of Arthur Andersen, John spent
three years as an equity
research analyst with Merrill
Lynch, where he specialized in
the telecommunications services
industry. Before joining
Douglas C. Lane & Associates in
2004, John was a Senior Vice
President at Pequot Capital
Management, a leading hedge fund
located in Westport, CT, for
over five years. At Pequot he
was responsible for researching
investments in the
telecommunications, media and
technology sectors. John became
a principal of the firm in 2006.
MATTHEW VETTO, CFA
Principal, Portfolio Manager/Equity
Analyst
Matt received a Bachelors of
Arts with a concentration in
Business Administration from the
University of Washington in
1992. After graduation, he
worked as a certified public
accountant for Ernst & Young
LLP. Matt attended Columbia
University Graduate School of Business where
he received a Masters of
Business Administration in 1997,
and was on the Dean’s Honor
list. After an eight-year
career as an equity research
analyst for Smith
Barney/Citigroup where he had
research responsibilities in
areas such as insurance,
specialty/mortgage finance and
the Internet, he joined Douglas
C. Lane & Associates in 2005.
Matt is a Chartered Financial
Analyst and a member of the New
York Society of Security
Analysts. Matt became a
principal of the firm in 2007.
ANDREW P. SEGAL, CPA
Principal
Andy graduated from Lehigh University in 1967 with a Bachelor of Science in Business Administration majoring in accounting. His experience in public accounting includes several years with a national firm, as a managing partner of a local CPA firm and managing his own practice in partnership with his father. Andy's professional focus has been directed towards counseling high net worth individuals and families in the investment and real estate sectors with an emphasis on tax planning. He has been associated with DCLA since its formation and became a principal of the firm in 2008.
BARBARA A. COLUCCI
Principal, Chief Operations Officer
Barbara was an assistant to Doug Lane at a private investment counsel firm for 13 years and joined DCLA at its inception in 1994. Over the course of her professional career, she has served the firm in a wide range of operational and administrative positions. Barbara supervises the corporate and tax maintenance of clients' accounts and coordinates the firm's investment performance in accordance with the Global Investment Performance Standard. Barbara became a principal of the firm in 2008.
MARC V. MILIC,
CFP®
Principal, Client
Relations Manager
Marc graduated from
Duquesne University in
Pittsburgh, PA in 1991
where he earned a
Bachelors of Science in
Finance and Economics. After working on the
floor of the Mercantile
Exchange in Chicago for
four years, Marc joined
the New York office of
Union Bank of
Switzerland trading
foreign exchange and
emerging market
currencies. Prior to
joining Douglas C. Lane
& Associates in 2002,
Marc worked in London
for the investment bank
Donaldson, Lufkin, &
Jenrette and later
Credit Suisse First
Boston, serving high-net
worth and institutional
clients with a focus on
fixed-income and
structured products. He is a CERTIFIED FINANCIAL PLANNER™ certificant, and is a member of the Financial Planning Association. Marc became a principal of the firm in 2008.
|
