Title: Private Wealth Advisor, Qualified Plans Speacialist, AIF®
Company: Montage Wealth Management
Location: Pittsford, New York, United States
Christine A. Lane, AIF®, private wealth advisor and qualified plans specialist, AIF® at Montage Wealth Management, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in financial services.
With over 30 years of experience in the financial services industry, Ms. Lane is proud to focus on providing qualified plan investment management and fiduciary and consulting services for business owners and individual clients as a member of Team Bleier of Montage Wealth Management. In this role, she manages individual client portfolios and focuses on qualified plans for both new and existing plan relationships. She earned a Bachelor of Arts in mathematics and economics from the State University of New York at Potsdam in 1987, and thereafter obtained Financial Industry Regulatory Authority Series 7, 24, and 63 registrations, the New York State Life and Health Insurance License and the Accredited Investment Fiduciary designation. Moreover, she has, completed a wealth of training and development courses in topics such as supervisory and branch office management, securities compliance, anti-money laundering, managing inclusion and understanding diversity. Above all, she remains committed to the comprehensive investment processes and the fiduciary standard of care and excellence.
Prior to finding success with Montage Wealth Management, Ms. Lane excelled as the vice president of organizations such as Tompkins Financial Advisors, Rochester Wealth Management Group, LLC, Key Bank, M&T Bank and Citi. For over 20 years, she established herself as a license securities advisor with Citigroup. She currently serves as a board member and a development volunteer for the Mary Cariola Children’s Center. Throughout her career, she has maintained affiliations with the Greece Education Foundation, the Baytree Homeowner’s Association, the Supporter Grief Foundation, the Rochester Monarchs and Rochester Alliance Hockey. For her achievements, she is proud to have been the recipient of the President Award, the Citi Stars Award, the Client Service Award and numerous Excellence Awards from Citigroup. Looking toward the future, she aims to continue building her practice in order to help as many people as possible.
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