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Kaitlin Weidner
Portfolio Manager, Equity Research at Douglas Lane & Associates, LLC
About
Kaitlin Weidner, CFA, is a Portfolio Manager and Equity Analyst at Douglas C. Lane & Associates, LLC in New York City, where she is responsible for equity research, portfolio construction, and investment strategy within the firm's actively managed portfolios. She conducts in-depth fundamental research and provides recommendations across a broad universe of U.S. and international equities.
Her experience spans coverage of multiple sectors, focusing on large-cap and mid-cap equities with particular expertise in fundamental company analysis and risk assessment, helping drive alpha generation for client portfolios. Kaitlin's investment process is rooted in in-depth sector research and aligns with the firm's value-oriented, long-term approach.
Before joining Douglas C. Lane & Associates in 2013, Kaitlin served as Vice President at Goldman Sachs, where she specialized in risk management and financial analysis across several operational capacities. She holds a Bachelor of Arts degree with honors in Political Science and a minor in Economics from Bucknell University, is a Chartered Financial Analyst (CFA), and is a member of the New York Society of Security Analysts.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Douglas C. Lane & Associates, LLC | Portfolio Manager, Equity Research | Mar 2024 to Present | — |
| Douglas C. Lane & Associates, Inc. | Equity Research Analyst | Mar 2013 to Present | — |
| Goldman Sachs | Operations Risk Management Vice President | Mar 2009 to Mar 2013 | For areas of potentially high risk, responsible for working with Operations managers to perform detailed risk reviews to understand the areas of potential exposure in the current environment and asses... |
| Goldman Sachs | Equity Derivatives Analyst | Jul 2007 to Mar 2009 | — |
| AIP Mutual Fund | Summer Intern | May 2006 to Aug 2006 | — |
Education
CFA Institue
2010 — 2012
Bucknell University
BA, Political Science, Economics
2003 — 2007
Wilton High School
1999 — 2003
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 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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