Christine Lane, AIF®
Private Wealth Advisor
Qualified Plans Specialist
Christine Lane brings 30 years of experience in the financial services industry to our organization. She works as a trusted advisor also providing Qualified Plans Investment Management, Fiduciary and Consulting Services to business owners and individual clients. The knowledge and understanding of the business that she brings to the table is an important asset to help our organization reach its goals.
Christine manages individual client portfolios and focuses on Qualified Plans for both new and existing plan relationships. She holds FINRA Series 7, 24, and 63 registrations, New York State Life & Health Insurance License in addition to the Accredited Investment Fiduciary® designation. This AIF® designation is a respected industry program that demonstrates her focus on the comprehensive investment process, the fiduciary standard of care, and commitment to excellence. In addition to her certifications, she has also completed numerous training and development courses in Supervisory/Branch Office Management, Securities Compliance, Anti-Money Laundering, and Managing Inclusion/Understanding Diversity, as well as several other sales, management and human relations courses.
Christine actively participates and gives back in her community. She currently serves as a Member of the Board and avid development volunteer at the Mary Cariola Children’s Center. Her previous affiliations include former President and Board Member for Greece Education Foundation, former Board Member for Baytree Homeowner’s Association and was the Treasurer for Rochester Monarchs and Rochester Alliance Hockey.
In her free time, Christine enjoys traveling, boating, and spending time with her family. Christine and her husband Phil love watching their two sons Philip and Matt play professional hockey. You can catch them in Denmark cheering on Philip and over in Italy cheering on Matt.