Lucy Lane Email & Phone Number
Director, Portfolio Strategy @ Yellow Cardinal Advisory Group
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Lucy Lane Location
- Cincinnati, OH, US
Lucy Lane Work
- Director, Portfolio Strategy @ (June 2025 - Present)
- Senior Institutional Advisor @ (December 2023 - Present)
- Senior Wealth Strategist @ (September 2022 - January 2024)
- Financial Associate @ Ahr Wealth Strategies (July 2018 - November 2019)
- Financial Advisor @ Merrill Lynch Wealth Management, Bank of America Corporation (August 2016 - January 2018)
- Associate Wealth Management Advisor @ (December 2019 - September 2022)
Lucy Lane Education
- Indiana University Robert H. McKinney School of Law
Doctor of Law - JD (Law)
2010-2014 - Indiana University
Bachelor's Degree (Political Science and Government)
2006-2010
Lucy Lane Summary
- Lucy Lane, based in Cincinnati, OH, US, is currently a Director, Portfolio Strategy at Yellow Cardinal Advisory Group. Lucy Lane brings experience from previous roles at Yellow Cardinal Advisory Group, UBS, Ahr Wealth Strategies and Merrill Lynch Wealth Management, Bank of America Corporation. Lucy Lane holds a 2010 - 2014 Doctor of Law - JD in Law @ Indiana University Robert H. McKinney School of Law. Lucy Lane has 2 emails and 2 mobile phone numbers on RocketReach.
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