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Charlie Bustin
Partner, Portfolio Manager at Douglas Lane & Associates, LLC
About
Charlie Bustin is a Partner and Portfolio Manager at Douglas C. Lane & Associates in New York, where he also serves as an Equity Analyst. In this capacity, he is responsible for constructing and managing client portfolios, conducting fundamental research, and identifying equity investment opportunities. His focus is on U.S. and international equities, with a particular expertise in equity analysis across multiple sectors, though the firm broadly concentrates on long-term equity investing in high-quality companies.
Charlie Bustin joined DCLA in 2010 after starting his career at Ernst & Young LLP as a Certified Public Accountant, and he became a partner at DCLA in 2016. He serves on the Board of Directors for Soccer Without Borders and previously on the Lehigh University Alumni Association Board, reflecting a commitment to community and educational outreach.
Academically, Bustin graduated with high honors from Lehigh University, earning both a B.S. and M.S. in Accounting. He holds the Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) designations and is a member of the New York Society of Security Analysts, underscoring his strong technical and ethical foundation in the investment management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Douglas C. Lane & Associates | Partner, Portfolio Manager | Jan 2010 to Present | Douglas C. Lane & Associates is a registered investment advisory firm offering customized investment management and financial advisory services for individuals, families, trusts, and institutions. |
| Soccer Without Borders | Board of Directors | Jul 2015 to Present | Soccer Without Borders uses soccer as a vehicle for positive social change, providing under-served youth with a toolkit to overcome obstacles to growth, inclusion, and personal success. |
| Lehigh University Alumni Association | Board of Directors | May 2014 to May 2017 | Served and completed a 3 year term as a director-at-large |
| Ernst & Young | Senior Associate, Assurance and Advisory Services | Sep 2005 to Jan 2010 | — |
Education
Lehigh University College of Business
M.S., Accounting and Information Analysis
2004 — 2005
Lehigh University College of Business
B.S., Business and Economics
2000 — 2004
Skills & Expertise
Others at Douglas Lane & Associates, LLC (16)
| Name | Role | Location |
|---|---|---|
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 |
 | Managing Partner | New York, NY , United States |
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