Douglas C. Lane and Associates

---

Douglas C. Lane & Associates

Douglas C. Lane & Associates, LLC (DCLA) is a New York City-based investment advisory firm, incorporated in 1994 by Doug and Gay Lane.¹

In 2016, DCLA joined RIA aggregator Focus Financial Partners, an investor in independent, fiduciary wealth management firms.²

Key Personnel

Sarat Sethi, Managing Partner, Portfolio Manager/Equity Analyst

Sarat Sethi joined DCLA in 1999 and is a CNBC contributor.³ He was previously in the mergers and acquisition/corporate finance area at JP Morgan.

In 2016, Sethi became Managing Partner.

Sethi has been featured on several lists of the top independent wealth advisors in the industry.

In 2017, he was named to the Barron’s top 100 independent wealth advisors list.⁴

Edward Dewees, Managing Partner, Portfolio Manager/Equity Analyst

Prior joining DCLA in 1995, Edward “Ned” Dewees worked as an associate at The Bridgeford Group, a New York City-based financial advisory firm specializing in mergers and acquisitions.⁵

In 2013, he became Managing Director and Managing Partner, and has been featured in Barron’s.⁶

Accolades

DCLA is a long-only firm that primarily invests in individual stocks and bonds. The firm was named to the Forbes Top Wealth Managers list in 2014 7 and 2015.⁸

In 2021, DCLA was listed on Barron’s Top RIA Firms⁹ and Financial Times’ Top 300 List of RIAs.¹⁰

External Links

[1]

This article "Douglas C. Lane and Associates" is from Wikipedia. The list of its authors can be seen in its historical and/or the page Edithistory:Douglas C. Lane and Associates. Articles copied from Draft Namespace on Wikipedia could be seen on the Draft Namespace of Wikipedia and not main one.

---