Kevin Lane

Meet Kevin

Kevin adds value to clients by earning their business everyday by listening, being available and insuring alignment of their capital to their objectives and goals.

Kevin holds a Bachelor of Business Administration from Florida Atlantic University. He was hired by a Wall Street firm prior to graduation, and lived and worked downtown Wall Street in the early eighties. He then transferred to the Arizona branch system. He is also a member of the CFA Society of Phoenix.

His passions include his family, friends, reading, travel and good conversation. Kevin and his wife Santina reside in Scottsdale and enjoy return visits to her native Italy and any nice beach worldwide.

Favorite Food:

Italian

Best Financial Advice:

Broad Asset Class Exposure; Change infrequently.

Quote:

Those that live well, live well hidden.

Famous Past/Present:

Winston Churchill and Peggy Noonan

Hidden Talent:

Poet

Favorite Book:

House of Morgan (Non-Fiction); Grapes of Wrath (Fiction)

Favorite Movie:

Out of Africa, 1985 Meryl Streep & Robert Redford

Favorite Holiday:

Thanksgiving

Best Accomplishment:

Father of two productive, loving and engaging global citizens

Kevin Patrick Lane is also registered with Lane Brothers & Company, Inc, a registered investment adviser. Additional information about Kevin Patrick Lane and Lane Brothers & Company, Inc. is available online at www.adviserinfo.sec.gov You can search the site by a unique identifying number, known as a CRD number. The CRD number for Lane Brothers & Company, Inc. is 105968. Kevin Patrick Lane’s CRD number is 1011052.

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