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Michael Jensen

Michael Jensen

Associate at Douglas Lane & Associates, LLC

New York, NY , United States

About

Michael Jensen is a Wealth Advisor at Douglas C. Lane & Associates, LLC in New York City, where he has progressed from a relationship associate to a broader advisory role since joining the firm in 2018. In his current position, he works closely with high-net-worth families, trusts, pension plans, endowments, and institutional clients, focusing on holistic portfolio management and advisory services.

Jensen specializes in investment strategies across individual equity and fixed-income securities, reflecting DCLA's core investment approach that emphasizes direct stock and bond selection over style-box constraints. He is involved in tailoring portfolios to client objectives, covering a wide spectrum of economic sectors and asset classes with the goal of long-term capital growth and risk-adjusted returns.

Prior to joining DCLA, Jensen completed the Financial Consultant Academy at Charles Schwab and gained experience in client service and sales at Design Manager, Inc. He holds a Bachelor’s Degree in Business Administration and Management from Delaware Valley University and has earned the CFP®, ChFC®, and CRPC® professional designations, underscoring his expertise in comprehensive financial planning and investment advisory services.

Career History

OrganizationRoleDate RangeDetails
Douglas C. Lane & Associates, LLCAssociateDec 2018 to Present
Charles SchwabFinancial Consultant AcademySep 2017 to Nov 2018
Design Manager, Inc.Client Service and Sales InternFeb 2017 to Jun 2017
Pinnacle Financial Services, Inc.Financial Services InternOct 2016 to Dec 2016

Education

Delaware Valley University

Bachelor’s Degree, Business Administration and Management, General

2013 2017

Bishop George Ahr High School

2009 2013

Others at Douglas Lane & Associates, LLC (16)

NameRoleLocation
C
Charlie Bustin
Partner, Portfolio ManagerNew York, NY , United States
D
Daniel Meneses
Portfolio Manager, Equity AnalystUnited States
J
John Sini
Principal, Portfolio ManagerNew York, NY , United States
K
Kaitlin Weidner
Portfolio Manager, Equity ResearchNew York, NY , United States
K
Kelleen Kiely
Portfolio ManagerNew York, NY , United States
L
Luca Taite
AssociateNew York, NY , United States
L
Lucille Vaudo
AssociateNY , United States
M
Marc Milic
PartnerNew York, NY , United States
Matthew Vetto
Matthew Vetto
Partner and Portfolio ManagerNew York, NY , United States
Michael Razewski
Michael Razewski
Partner, Portfolio ManagerNew York, NY , United States
Showing 1-10 of 16 team members

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