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Brian Hoffman
Associate Portfolio Manager at Douglas Lane & Associates, LLC
About
Brian Hoffman is an Associate Portfolio Manager at Douglas C. Lane & Associates, LLC, based in New York, NY. In this role, he supports the management of client portfolios, conducts equity research, and assists in the formulation and implementation of investment strategies for institutional and high-net-worth clients.
Prior to joining Douglas C. Lane & Associates in May 2025, Brian held several analytical positions at S&P Global, including Corporate Advisory Analyst focused on healthcare stock surveillance and targeting, and Associate Sales Specialist at S&P Global Market Intelligence. His expertise encompasses equity research and healthcare sector analysis, with a demonstrated focus on U.S. equities and strategic surveillance for listed companies.
Brian holds a Bachelor of Arts in Economics & Entrepreneurial Studies, cum laude, from Hobart and William Smith Colleges, as well as a Bachelor of Arts in Economics from the National University of Ireland, Galway. His background reflects a strong foundation in capital markets, investment research, and sectoral analysis, with a recent emphasis on healthcare equities and client-centric asset management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Douglas C. Lane & Associates, LLC | Associate Portfolio Manager | May 2025 to Present | — |
| S&P Global | Corporate Advisory Analyst | Healthcare | Stock Surveillance and Targeting | Jan 2023 to May 2025 | — |
| S&P Global Market Intelligence | Associate Sales Specialist | Mar 2022 to Jan 2023 | — |
| IHS Markit | Associate Sales Specialist IV | Jul 2021 to Mar 2022 | — |
| Hobart and William Smith Colleges | O'Laughlin Student Ambassador | Dec 2017 to Feb 2021 | I traditionally respond to customer requests via telephone and email. I also enter details such as account information and call logs into the computer systems. |
| Hobart and William Smith Colleges | Summer Intern | May 2019 to Aug 2019 | While I was interning at the HWS Admissions office, I answered phone and email inquiries from prospective students and their families. On occasion I would consolidate files and perform other office r... |
| Hobart and William Smith Colleges | Hobart Football Team | Aug 2017 to Apr 2019 | During my time on the football team, I developed time management and organizational skills by devoting approximately 25 hours to athletics while managing a full course load. In addition, I was a part... |
| Alliance Advisory Group, Inc. | Strategic Assistant | Jun 2020 to Aug 2020 | At Alliance Advisory Group I worked as a Strategic Assistant in which I collaborated and gained knowledge from senior financial advisors at the firm. This allowed me to gain experience and knowledge ... |
| Leonard's | Financial Analyst | Jun 2020 to Aug 2020 | • Worked on three large corporate projects; one recommendation was implemented and two are still being discussed • First project: partnered and consulted with CFO, Controller and VP of Finance, to exe... |
Education
Hobart and William Smith Colleges
Bachelor of Arts - BA, Economics & Entrepreneurial Studies, Cum Laude
2017 — 2021
National University of Ireland, Galway
Bachelor of Arts - BA, Economics
2020 — 2020
Others at Douglas Lane & Associates, LLC (16)
| Name | Role | Location |
|---|---|---|
C Charlie Bustin | Partner, Portfolio Manager | New York, NY , United States |
D Daniel Meneses | Portfolio Manager, Equity Analyst | United States |
J John Sini | Principal, Portfolio Manager | New York, NY , United States |
K Kaitlin Weidner | Portfolio Manager, Equity Research | New York, NY , United States |
K Kelleen Kiely | Portfolio Manager | New York, NY , United States |
L Luca Taite | Associate | New York, NY , United States |
L Lucille Vaudo | Associate | NY , United States |
M Marc Milic | Partner | New York, NY , United States |
 | Partner and Portfolio Manager | New York, NY , United States |
 | Partner, Portfolio Manager | New York, NY , United States |
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