Fred plays many roles, overseeing all aspects of the firm's activities on behalf of our clients. Specifically, Fred heads our investment strategies, utilizing our internal analysis coupled with his decades of experience as an investor across many asset classes, and as an investment banker. The firm's strategies reflect his extensive career in M&A, public markets, and private equity investments.
When Fred is not trying to figure out where the world is going and the subsequent investment ramifications, he can be found cycling the back roads of Dover or the south Florida coast. He and his wife, Beth, own two Bouviers de Flanders, a Belgian dog breed of which he is an ardent fan.
Harvard University, AB || MBA
Vice Chairman, Investment Banking, Raymond James
Founder & CEO, Lane Berry (Acquired by Raymond James)
Managing Director Donaldson, Lufkin & Jenrette
At Lane Generational, Jack is directly involved in investment strategy, macroeconomic and security-level research, as well as portfolio management and financial planning duties.
Jack is a former alpine ski racer, and will occasionally dust off his equipment for an appearance on the World Pro Ski Tour.
Middlebury College, BA in Economics
Wealth Management Analyst, Raymond James
Equity Research Summer Analyst, Gilder Gagnon Howe & Co.
At Lane Generational, Bill is responsible for all operational aspects of the firm, including servicing the day-to-day needs of our clients.
At White Rabbit Partners, Bill volunteers his time providing consultation to parents of young adults with Autism and other special needs to help them access adult services and entitlements. Bill is a former member of the Board of Directors of Autism Speaks NJ. He is also an avid New York Rangers fan, having held season tickets for 45 years.
Brooklyn College, BA in Economics
President & CEO, White Rabbit Partners, LLC
Director, Treasury Operations & Trading, Credit Suisse Asset Management
Senior Vice President & Assistant Treasurer, Donaldson, Lufkin & Jenrette