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Relationship Manager
Lane is a relationship manager at CIBC Private Wealth, with more than ten years of financial markets experience. In his role, he provides comprehensive client service, asset allocation solutions, and portfolio management. Prior to joining CIBC, Lane was a senior vice president with Oak Ridge Investments, a boutique equity investment firm overseeing $2 billion in assets. He was responsible for research and led investment decisions in the technology sector across the firm’s funds. Lane earned a Bachelor of Arts degree in history from Columbia University and a Masters in Business from University of Virginia Darden School of Business. He holds the Certified Financial Analyst certification.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
