Henry Lane

Henry Lane is a Senior Portfolio Manager at Sterneck Capital Management, LLC, a fee-only investment management firm based in Kansas City, Missouri. In his current capacity, Lane oversees portfolio construction and management, tailoring investment solutions to meet the specific needs and objectives of clients in various stages of wealth accumulation and preservation. He draws on over a decade of experience in asset allocation, risk management, and client advisory services.

Lane’s investment expertise spans public equities, fixed income securities, and alternative assets, with a particular focus on multi-asset portfolio strategies for high-net-worth individuals and families. He is known for utilizing rigorous analytical frameworks to select securities and manage portfolios across sectors including U.S. and international equities, municipal bonds, and diversified mutual funds.

Before joining Sterneck Capital Management in 2009, Lane held analytical and advisory roles in investment management, demonstrating deep understanding of financial markets and portfolio risk mitigation. He holds the Series 63 and Series 66 licenses, underscoring his qualifications in investment advisory and securities trading. Throughout his career, Lane has been recognized for his commitment to customized investment solutions and ethical client service.