Brian Hoffman
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Brian Hoffman Email & Phone Number

Associate Portfolio Manager at Douglas C. Lane & Associates, LLC
Location: New York, New York, United States 9 work roles 2 schools
1 work email found @spglobal.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email b****@spglobal.com
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Current company
Douglas C. Lane & Associates, LLC
Role
Associate Portfolio Manager
Location
New York, New York, United States
Company size
37 employees

Who is Brian Hoffman? Overview

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Quick answer

Brian Hoffman is listed as Associate Portfolio Manager at Douglas C. Lane & Associates, LLC, a company with 37 employees, based in New York, New York, United States. AeroLeads shows a work email signal at spglobal.com and a matched LinkedIn profile for Brian Hoffman.

Brian Hoffman previously worked as Corporate Advisory Analyst | Healthcare | Stock Surveillance & Targeting at S&P Global and Associate Sales Specialist at S&P Global Market Intelligence. Brian Hoffman holds Bachelor Of Arts - Ba, Economics & Entrepreneurial Studies, Cum Laude, Graduated from Hobart And William Smith Colleges.

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Email format at Douglas C. Lane & Associates, LLC

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{first}.{last}@spglobal.com
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Profile bio

About Brian Hoffman

CFA Level 2 Passed - May 2024I am a Research Analyst with experience in the Healthcare industry within the Markets Intelligence Division at S&P Global. Our team advises Investor Relations Professionals and C-Suite level executives on intra-quarter shareholder movements and buy-side opportunities by analyzing raw custodial data and institutional investors investment characteristics. I also remain affixed to the broader equity markets to inform my publicly traded clients of aberrational trading, stock price performance drivers and macroeconomic trends. As a student at Hobart & William Smith Colleges I pursued a degree in Economics and Entrepreneurial Studies, was the President of the HWS Investment Committee, and played on the Hobart Football team. I remain interested in developing my skills and knowledge in these areas and welcome any opportunities to connect and further my abilities.

Current workplace

Brian Hoffman's current company

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Douglas C. Lane & Associates, LLC
Douglas C. Lane & Associates, Llc
Associate Portfolio Manager
New York, NY, US
Website
dclainc.com
Employees
37
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9 roles

Brian Hoffman work experience

A career timeline built from the work history available for this profile.

Corporate Advisory Analyst | Healthcare | Stock Surveillance & Targeting

Current
S&P Global

New York, New York, United States

Jan 2023 - Present

Associate Sales Specialist Iv

Ihs Markit

New York, New York, United States

Jul 2021 - Mar 2022

O'Laughlin Student Ambassador

Hobart And William Smith Colleges

Geneva, New York, United States

I traditionally respond to customer requests via telephone and email. I also enter details such as account information and call logs into the computer systems.

Dec 2017 - Feb 2021

Summer Intern

Hobart And William Smith Colleges

While I was interning at the HWS Admissions office, I answered phone and email inquiries from prospective students and their families. On occasion I would consolidate files and perform other office related tasks when asked. Finally, I worked on various projects in Excel for admissions statistics to maximize the efficiency of recruitment for the colleges.

May 2019 - Aug 2019

Hobart Football Team

Hobart And William Smith Colleges

Geneva, New York, United States

During my time on the football team, I developed time management and organizational skills by devoting approximately 25 hours to athletics while managing a full course load. In addition, I was a part of a competitive and supportive team environment alongside peers aiming to achieve a common goal.

Aug 2017 - Apr 2019

Strategic Assistant

Alliance Advisory Group, Inc.

Rochester, New York, United States

  • At Alliance Advisory Group I worked as a Strategic Assistant in which I collaborated and gained knowledge from senior financial advisors at the firm. This allowed me to gain experience and knowledge of how the.
  • Strategically helped Senior Financial Advisor approach new potential clients and the benefits of their business
  • Represented the Advisory Group when contacting potential clients to understand their financial needs
  • Received certification in NYS Life, Accident and Health insurance
Jun 2020 - Aug 2020

Financial Analyst

Leonard'S

Farmington, New York, United States

  • Worked on three large corporate projects; one recommendation was implemented and two are still being discussed
  • First project: partnered and consulted with CFO, Controller and VP of Finance, to execute corporate project to maximize over $10MM on annual credit card spend
  • Responsible for data and analytics on the project. Recommendation was published and shared with leadership that resulted in selecting a vendor
  • Second project: Was tasked optimizing multiple processes in the Facilities and Property maintenance departments. Projects resulted in a software platform recommendation and budget management program that created.
  • Third project: Analyzed risk associated with truck driver accidents. Used historical data and trends to make recommendations how to mitigate future risk and potential insurance claims
Jun 2020 - Aug 2020
Team & coworkers

Colleagues at Douglas C. Lane & Associates, LLC

Other employees you can reach at dclainc.com. View company contacts for 37 employees →

DK Daniel Kelly Daniel Kelly Colleague at Douglas C. Lane & Associates, Llc New York, New York, United States, United States View → MT Michael Twomey Michael Twomey Colleague at Douglas C. Lane & Associates, Llc United States, United States View → NS Nicole Solinga-Stasi, Iaccp® Nicole Solinga-Stasi, Iaccp® Colleague at Douglas C. Lane & Associates, Llc New York City Metropolitan Area, United States View → JS John Sini, Jr. John Sini, Jr. Colleague at Douglas C. Lane & Associates, Llc New York, New York, United States, United States View → KW Kaitlin Weidner, Cfa Kaitlin Weidner, Cfa Colleague at Douglas C. Lane & Associates, Llc New York, New York, United States, United States View → ND Ned Dewees Ned Dewees Colleague at Douglas C. Lane & Associates, Llc New York, New York, United States, United States View → EG Emilia G. Emilia G. Colleague at Douglas C. Lane & Associates, Llc New York, New York, United States, United States View → MV Matthew Vetto Matthew Vetto Colleague at Douglas C. Lane & Associates, Llc New York, New York, United States, United States View → RJ Richard Jones Richard Jones Colleague at Douglas C. Lane & Associates, Llc New York, New York, United States, United States View → FE Frasier Esty, Cfp®, Aep® Frasier Esty, Cfp®, Aep® Colleague at Douglas C. Lane & Associates, Llc New York, New York, United States, United States View →
2 education records

Brian Hoffman education

Bachelor Of Arts - Ba, Economics & Entrepreneurial Studies, Cum Laude, Graduated

Hobart And William Smith Colleges

Activities and Societies: President of Investment Committee 3.6/4 GPA

FAQ

Frequently asked questions about Brian Hoffman

Quick answers generated from the profile data available on this page.

What company does Brian Hoffman work for?

Brian Hoffman works for Douglas C. Lane & Associates, LLC.

What is Brian Hoffman's role at Douglas C. Lane & Associates, LLC?

Brian Hoffman is listed as Associate Portfolio Manager at Douglas C. Lane & Associates, LLC.

What is Brian Hoffman's email address?

AeroLeads has found 1 work email signal at @spglobal.com for Brian Hoffman at Douglas C. Lane & Associates, LLC.

Where is Brian Hoffman based?

Brian Hoffman is based in New York, New York, United States while working with Douglas C. Lane & Associates, LLC.

What companies has Brian Hoffman worked for?

Brian Hoffman has worked for Douglas C. Lane & Associates, Llc, S&P Global, S&P Global Market Intelligence, Ihs Markit, and Hobart And William Smith Colleges.

Who are Brian Hoffman's colleagues at Douglas C. Lane & Associates, LLC?

Brian Hoffman's colleagues at Douglas C. Lane & Associates, LLC include Daniel Kelly, Michael Twomey, Nicole Solinga-Stasi, Iaccp®, John Sini, Jr., and Kaitlin Weidner, Cfa.

How can I contact Brian Hoffman?

You can use AeroLeads to view verified contact signals for Brian Hoffman at Douglas C. Lane & Associates, LLC, including work email, phone, and LinkedIn data when available.

What schools did Brian Hoffman attend?

Brian Hoffman holds Bachelor Of Arts - Ba, Economics & Entrepreneurial Studies, Cum Laude, Graduated from Hobart And William Smith Colleges.

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