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About
Daniel Meneses, CFA, is a Portfolio Manager and Equity Analyst at Douglas C. Lane & Associates, LLC (DCLA), where he focuses on equity portfolio management and fundamental analysis for individual and institutional clients. His role includes identifying investment opportunities, conducting in-depth research, and overseeing portfolio construction, with a concentration on U.S. and international equities.
He specializes in analyzing sectors such as medical technology and has experience in both equity and fixed income trading, drawing on research and strategic planning expertise developed earlier in his career. Prior to his current position, Daniel held roles as Associate Portfolio Manager and Research Associate at DCLA, and was also an equity research associate at Canaccord Genuity, where he covered medical technology companies.
Daniel holds a Bachelor of Science in Applied Economics from Florida State University and an MBA from the University of California, Irvine, where he received faculty fellowship and academic excellence awards. He is a CFA charterholder and a member of the New York Society of Security Analysts, recognized for rigorous investment research and client-focused portfolio leadership.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Douglas C. Lane & Associates, LLC | Portfolio Manager, Equity Analyst | Jan 2021 to Present | — |
| Douglas C. Lane & Associates, LLC | Associate Portfolio Manager, Equity Analyst | Jan 2017 to Jan 2021 | — |
| Canaccord Genuity Group Inc. | Research Associate | Jul 2016 to Jan 2017 | Equity Research Associate, Medical Technology |
| AcuFocus, Inc. | Associate, Strategic Planning | Jun 2015 to Jun 2016 | Provided consulting services in the area of strategic planning, supporting the company's Chief Financial Officer.
• Performed in-depth analysis of potential strategic options for the company, buildin... |
| Douglas C. Lane & Associates, Inc. | Associate | Jan 2008 to Aug 2014 | Equity & Fixed Income Trading Associate / Client Services Associate
• Led a team responsible for executing all fixed income and equity orders on behalf of the firm’s clients; acted as a liaison betwe... |
Education
UC Irvine
2014 — 2016
Florida State University
2003 — 2007
Skills & Expertise
Others at Douglas Lane & Associates, LLC (16)
| Name | Role | Location |
|---|---|---|
C Charlie Bustin | Partner, Portfolio Manager | New York, NY , 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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