Partner

Jeffrey Lane served as Chairman of the Board for Lebenthal Holdings, LLC from January 2014 until joining YorkBridge Wealth Partners. Mr. Lane also served as Chairman of CASA Columbia from January 2012 through February 2016. Prior to joining CASA Columbia, he was Chairman and Chief Executive Officer of Modern Bank. Before joining Modern Bank, he was Chief Executive Officer of Bear Stearns Asset Management. Previously, he was a Vice Chairman of Lehman Brothers, a member of the Office of the Chairman, Chairman and CEO of Neuberger Berman Inc. (NBI), as well as a member of NBI’s Executive Management Committee. He joined Neuberger Berman, LLC in July of 1998 as a Principal and Chief Administrative Officer.

Mr. Lane was previously with Travelers Group as Vice Chairman working closely with the Chairman and Chief Executive Officer in the management of the company’s various administrative functions and operating units. He was responsible for human resources, corporate communications and investor relations functions. Before assuming those responsibilities in early 1996, he had been Vice Chairman of the company’s Smith Barney subsidiary, responsible for asset management, mutual funds, international, futures and commodities divisions.

Prior to that, he had been Shearson Lehman Brothers’ President and Chief Operating Officer, administrator of its Capital Markets Division, and in various management positions in institutional sales, taxable fixed income trading and risk arbitrage. He began his career as a securities analyst at a predecessor firm to Shearson.

A graduate of New York University, Mr. Lane holds an MBA from the Columbia University Graduate School of Business. He is a Trustee of Northwell Health.