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About
Marc Milic is a Partner and Senior Wealth Advisor at Douglas C. Lane & Associates, LLC, a New York-based investment advisory firm. In this role, he oversees portfolio management and provides strategic wealth planning for high-net-worth individuals and families. His responsibilities include asset allocation, investment selection, and risk management, with a focus on equities and diversified portfolios tailored to client objectives.
Milic specializes in equity analysis and wealth management, with deep expertise in constructing and managing portfolios across a range of asset classes, including large-cap, mid-cap, and small-cap U.S. equities. He is also experienced in retirement planning and income strategies, serving clients with complex financial needs.
With over two decades at Douglas C. Lane & Associates, Milic has built a reputation for disciplined investing and client-centric service. He holds a Bachelor of Science in Economics and Finance from Duquesne University and a Master of Science from The American College. Milic is a CERTIFIED FINANCIAL PLANNER® (CFP) and a Retirement Income Certified Professional® (RICP), reflecting his commitment to comprehensive financial planning and retirement expertise.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Douglas C. Lane & Associates, LLC | Partner | Jun 2002 to Present | — |
Education
American College
Master of Science
2008 — 2012
Duquesne University
Bachelor of Science, Economics, Finance
1988 — 1991
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 |
 | 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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