Profilo
Richard Edmond Lane is the founder of Broadview Advisors LLC, which was founded in 2001.
He held the titles of Managing Member, Portfolio Manager & Research.
Mr. Lane's former jobs include being a Financial Advisor at Fiduciary Management, Inc. from 1994 to 2001 and a Principal at Cleary Gull Reiland & McDevitt, Inc. from 1989 to 1993.
Mr. Lane received his undergraduate degree from the University of Wisconsin in 1979 and his graduate degree from the same university in 1982.
Precedenti posizioni note di Rick Lane
| Società | Posizione | Fine |
|---|---|---|
Fiduciary Management, Inc.
 Fiduciary Management, Inc. Investment ManagersFinance Fiduciary Management, Inc. (FMI) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. Founded in 1980, FMI manages assets for domestic and international institutions, individual investors, Registered Investment Advisers through separately managed accounts and the FMI Family of Funds. | Gestore di Portafoglio-Azioni | - |
| Cleary Gull Reiland & McDevitt, Inc. | Corporate Officer/Principal | 31/12/1993 |
Broadview Advisors LLC
 Broadview Advisors LLC Investment ManagersFinance Founded in 2001 by Richard Lane, Broadview Advisors LLC is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm provides investment advisory services primarily to investment companies and other institutional clients, including pension and profit sharing plans, pooled investment vehicles, corporations, foundations, endowments and other business entities. Advisory services may also be provided to individuals, trusts and estates. Their sole mutual fund client is the Broadview Opportunity Fund (BVAOX), a series of Broadview Funds Trust, a registered open-end management investment company. | Fondatore | - |
Formazione di Rick Lane
| University of Wisconsin | Undergraduate Degree |
Esperienze
Posizioni ricoperte
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Relazioni di 1° grado
Aziende connesse in 1º grado
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Società collegate
| Aziende private | 3 |
|---|---|
Broadview Advisors LLC
Broadview Advisors LLC Investment ManagersFinance Founded in 2001 by Richard Lane, Broadview Advisors LLC is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm provides investment advisory services primarily to investment companies and other institutional clients, including pension and profit sharing plans, pooled investment vehicles, corporations, foundations, endowments and other business entities. Advisory services may also be provided to individuals, trusts and estates. Their sole mutual fund client is the Broadview Opportunity Fund (BVAOX), a series of Broadview Funds Trust, a registered open-end management investment company. | Finance |
| Cleary Gull Reiland & McDevitt, Inc. | Finance |
Fiduciary Management, Inc.
Fiduciary Management, Inc. Investment ManagersFinance Fiduciary Management, Inc. (FMI) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. Founded in 1980, FMI manages assets for domestic and international institutions, individual investors, Registered Investment Advisers through separately managed accounts and the FMI Family of Funds. | Finance |
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