BIOGRAPHY
Fred is the Founder and Managing Member of Lane Generational LLC, an independent registered investment advisor headquartered in Boston (www.lanegenerational.com). Lane Generational provides investment management services on a discretionary basis to individuals, families, trusts, foundations and institutions. Lane’s primary offering is a long-only concentrated equity strategy that seeks to provide growth and has a long-term time horizon focusing on public equities, ETFs (occasionally) and cash. Assets are managed on behalf of clients through separately managed accounts by reference to the strategy’s model portfolio. For clients for whom Lane manages a substantial part of their overall wealth, Lane may supplement the allocation to the primary equity strategy with investments including additional public equities and ETFs as well as mutual funds, options, bonds and cash equivalents as a more holistic approach. Lane also offers digital assets advisory services to Qualified Clients pursuant to a buy-and-hold strategy utilizing Bitcoin.
Fred has over 40 years of investment and corporate finance experience, as a portfolio manager, a private equity investor and an investment banker. Prior to founding Lane Generational in September 2020, Fred was Senior Vice President, Investments at Raymond James & Associates, Inc. from October 2014 to September 2020 and also served as Vice Chairman, Investment Banking from May 2009 to October 2014. Fred was Chairman, CEO and Founder of the investment banking firm Lane, Berry & Co. International, LLC (which was acquired by Raymond James in May 2009) from January 2002 through January 2013. Prior to that, Fred was a Managing Director and Principal of Donaldson, Lufkin & Jenrette Securities Corporation (DLJ). Fred joined DLJ in 1976 and was instrumental in the growth of DLJ's investment banking business. He also served as Co-Head of the Mergers and Acquisitions Department at DLJ and as Managing Director – Senior Advisor of Credit Suisse First Boston upon CSFB's acquisition of DLJ in 2000.
His clients have included Staples (where he was a founding investor); Advanced Micro Devices; Forest Laboratories; ULTA Beauty; Tractor Supply; Berlitz International; Rexnord; Fairchild Industries; Plantronics; and numerous others. Fred is also a highly experienced private equity investor, having invested in more than 80 private companies. Fred received his A.B, cum laude from Harvard College and his MBA with Distinction from Harvard Business School.