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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Douglas C. Lane & Associates, LLC | Associate | Dec 2018 to Present | — |
| Charles Schwab | Financial Consultant Academy | Sep 2017 to Nov 2018 | — |
| Design Manager, Inc. | Client Service and Sales Intern | Feb 2017 to Jun 2017 | — |
| Pinnacle Financial Services, Inc. | Financial Services Intern | Oct 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)
| 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 |
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 |
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