Daniel Meneses, CFA®

Portfolio Manager/Equity Analyst 

Daniel graduated with a Bachelor of Science in Applied Economics from Florida State University in 2007. After graduation, Daniel began his career with DCLA and served the firm for over 6 years in a variety of roles, including equity and fixed income trading and client services. Daniel then attended the Merage School of Business at the University of California where he received a Master of Business Administration, earning faculty fellowship and academic excellence awards. Daniel was a strategic planning associate in the medical technology sector and an equity research associate for Canaccord Genuity before rejoining DCLA in 2017. Daniel holds the Chartered Financial Analyst® designation and is a member of the New York Society of Security Analysts. 

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Important Disclosures

References to the firm being founded refer to DCLA’s predecessor, Douglas C. Lane & Associates, Inc.