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Kevin Lane is a seasoned financial professional with over 30 years of industry experience and a strong background in the advisor and broker-dealer industry. Kevin serves as a Product Development Lead for FusionIQ, the 2021 Aite Group Winner for the Most Innovative Digital Wealth Management Platform.Kevin has been at the forefront of driving innovation and delivering cutting-edge solutions to financial professionals and has a deep understanding of the challenges and complexities faced by investment advisors and portfolio managers. He has successfully leveraged his expertise in advisor technology and data analytics to help create a comprehensive suite of tools and platforms that empower financial professionals to become more efficient and make more informed investment decisions.Kevin has been with FusionIQ since its inception and has held various leadership roles in the financial technology sector, where he honed his skills in product development, research, compliance, and client services. This diverse experience has given him a deep appreciation for the unique needs of financial professionals and has driven his passion for delivering innovative solutions that drive meaningful results.Kevin holds a Bachelor's degree in Marketing from the State University of New York, at Plattsburgh.Beyond his professional endeavors, Kevin is actively involved in various industry associations and community initiatives. Prior to FusionIQ, Kevin spent the vast majority of his career as an Investment Management Professional excelling as a research analyst, market strategist, and quantitative algorithm builder for boutique, Independent research firms Technimentals and Redwood Brokerage. During this time Mr. Lane was a frequent contributor to financial media outlets such as; CNBC, Bloomberg, Fox Business, Good Day NY, Barron's, CBS Market Watch, BNN in Canada, and the USA Today to name a few.Cited by Business Week Magazine as one of the top Independent analysts in the country in their expose, Analysts That Get It, Kevin has been an innovative thinker, lecturer, and financial media contributor.
Finservai
View- Website:
- fusioniq.io
- Employees:
- 10
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Fintech Product Expert I ResearcherFinservaiBoston, Ma, Us
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Fintech Product Development - 2021 Aite Group Digital Innovation Award WinnerFusioniq Mar 2008 - PresentWoburn, Massachusetts, United StatesLed all development aspects of FinTech company, FusionIQ a financial information and technology software platform. Oversaw all aspects of financial algorithm creation, leading a team of quantitative analysts, CFA's and programmers. Additionally, oversaw all aspects of product development from planning, to implementation and deliverables. Supervised full stack development team as well as UX team. -
Digital Wealth Product Head - 2021 Aite Group Digital Innovation Award Winner, IqvestmentIqvestment Llc Jan 2016 - Jan 2022Greater Boston AreaHead of product development for Aite Group 2021 Innovation Award Winner for Best Digital Wealth Platform. Fintech, B2B Digital Advice platform used by some of the top names in the financial services industry. -
CioFusion Wealth Managers Jan 2008 - Jul 2017Greater New York City AreaOversaw, and architected the creation, build out and execution of all of the firm's client investment strategies for SEC Registered Investment Advisor. The portfolio strategies were quantitatively, data-driven investment models covering asset allocation and adaptive, long/short equity strategies. Additionally, I authored monthly client (investment) communications and provided sales (support) assistance in the form of investors road shows, face to face meetings and written presentation material to assist asset gathering by 13 financial advisors. -
Director Of Equity Research, Financial Product DevelopmentRedwood Technimentals Research Jul 2000 - Jan 2007Greater New York City AreaOperated as Director of Research/Chief Market Strategist for a boutique, institutional brokerage and independent research company. Oversaw a team of 4 analysts and several traders. During this time, under my leadership, the firm developed 14 proprietary, algorithmic-driven research and trading models for ETFs and equities, as well as a highly predictive quantitatively-driven earnings surprise model. Additionally, we regularly authored research publications coveing the gamut, from the US Equity Market Review (Daily), Chart Book (Weekly), Focus Stocks (Weekly), Biotech Take (Weekly), The Oil Patch (weekly), Technology Take (Weekly), In the Pipeline (Secondary offering research - Weekly) and our flagship macro note, Charting the COurse of the US Equty Market (bi-Weekly).The research process was unique fusion of the investment disciplines of fundamental and technical analysis.
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Head Trader & Director Of Proprietary Trading StrategiesParker Financial Corp Aug 1997 - May 2001Greenwich, CtHead trader for FINRA member brokerage firm. Responsible for selection of trading systems and tools, as well as the firm’s execution desk. Additionally, I spearheaded the firm’s real-time, algorithmic, and trading strategies development group.
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International Settlements CoordinatorMfs Investment Management Sep 1993 - Jun 1996Greater Boston AreaResponsible for day-to-day processing of international trade settlement for MFS Mutual Funds; familiarized with industry rules and regulations, and proper operational procedures to apply in daily business operation.
Kevin Lane Skills
Kevin Lane Education Details
Frequently Asked Questions about Kevin Lane
What company does Kevin Lane work for?
Kevin Lane works for Finservai
What is Kevin Lane's role at the current company?
Kevin Lane's current role is FinTech Product Expert I Researcher.
What is Kevin Lane's email address?
Kevin Lane's email address is kl****@****ail.com
What is Kevin Lane's direct phone number?
Kevin Lane's direct phone number is +178165*****
What schools did Kevin Lane attend?
Kevin Lane attended State University Of New York At Plattsburgh.
What are some of Kevin Lane's interests?
Kevin Lane has interest in Children, Education, Environment, Science And Technology, Golf And Travel, Human Rights, Hockey, Dallas Cowboys.
What skills is Kevin Lane known for?
Kevin Lane has skills like Equity Research, Investments, Investment Advisory, Trading, Financial Modeling, Portfolio Management, Equities, Technical Analysis, Options, Hedge Funds, Asset Management, Series 7.
Who are Kevin Lane's colleagues?
Kevin Lane's colleagues are Antonia Christou, Hassan Jamil, Liam Kimbro, John Phillips, Michael Dutile, Justin Williamson, Kyle Healy.
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Kevin Lane
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Kevin Lane
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