Barbara Lane, CFA, CIMA

Barbara Lane, CFA, CIMA

2nd Vice President

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location of Barbara Lane, CFA, CIMAMiami, Florida, United States

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  • Timeline

  • About me

    Outsourced Chief Investment Officer | Investment Practice Lead | Chartered Financial Analyst | Certified Investment Management Analyst

  • Education

    • Florida Southern College

      -
      Bachelor of Science - BS Finance, General
    • University of North Florida

      -
      Master of Business Administration (MBA) Investments and Securities
  • Experience

    • First Florida Bank

      Jan 1989 - Jan 1992
      2nd Vice President

      Personal Trust Portfolio Manager

    • Barnett Bank Trust Company

      Jun 1992 - Sept 1995
      Vice President

      Personal Trust Porfolio Manager

    • Northern Trust

      Sept 1995 - Aug 2023

      Foundation and Institutional Advisors, Investment Practice Lead Wealth Advisory Services

      • Senior Vice President

        Jul 2008 - Aug 2023
      • Senior Vice President

        Sept 1995 - Jul 2008
  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
    • Certified Investment Management Analyst (CIMA)

      Investments & Wealth Institute
    • CFA Institute Charterholder

      CFA Institute
      Sept 1992
      View certificate certificate