Matt Lane
Senior Vice President & Financial Advisor
As a Senior Vice President at Seventy2 Capital, Matt focuses on building a portfolio of stocks and bonds using individual securities with a focus on tax efficiency for his clients. He works mostly with high-net-worth individuals who are older, established professionals, or retired. Matt’s biggest priorities for his clients are estate planning strategies as they approach retirement.
Before joining Seventy2 Capital, Matt worked at several practices in the financial services industry since 1994. Outside of work, he enjoys golf, travel, and spending time with his two daughters. Matt graduated from Denison University in 1986 with degrees in History and Political Science.