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About
Luca L. Taite is an Operations & Trading Associate at Douglas C. Lane & Associates, Inc., a prominent wealth management firm based in New York City. In this role, Luca is responsible for executing trades, supporting operational efficiency, and ensuring seamless execution across client accounts, with a direct focus on trading activities and operational workflows that impact multiple equity and fixed income portfolios.
Luca's expertise spans equity and fixed income asset classes, where he contributes to research, trade support, and portfolio management for both private wealth and institutional clients. Douglas C. Lane & Associates manages assets across sectors such as technology, healthcare, consumer staples, and financials, with top holdings in well-known companies like NVIDIA, Alphabet, and JPMorgan Chase.
Prior to joining Douglas C. Lane & Associates in 2015, Luca gained industry experience as an intern at Transatlantic Reinsurance Company and began his career as a file clerk at BMW of Manhattan. He holds a bachelor's degree in Marketing and History from Boston College and is known for his analytical rigor and operational acumen supporting investment processes within diverse sectors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Douglas C. Lane & Associates, Inc. | Associate | Oct 2015 to Present | — |
| TRANSATLANTIC REINSURANCE COMPANY | Intern | May 2014 to Aug 2014 | • Performed a variety of marketing analytics tasks including the collection of workers compensation and nonstandard automobile insurance from every state, and evaluation of this data to identify targe... |
| BMW of Manhattan | File Clerk | Jul 2013 to Aug 2013 | • Organized time-sensitive payment information • Managed project to restructure the company’s paper and digital filing systems • Alleviated the backlog of uncatalogued sales and repair files |
| Phoenix Partners Group | Intern | Jun 2012 to Aug 2012 | • Worked directly with the managing director of the credit default swap and corporate bond brokerage desk • Assisted in filling customer orders and confirming trade activity • Assisted the electronic ... |
| Salumeria Ercolano | Deli Clerk | Jun 2011 to Aug 2011 | — |
Education
Boston College
Bachelor's degree, Marketing/History
2011 — 2015
St. Peter's Prep
High School Diploma
2007 — 2011
Skills & Expertise
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 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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