Julian Lane, CIMA®

Drawing on his years in the asset management industry, Julian utilizes his investment experience to collaborate with investment advisors to construct a private market allocation in a thoughtful, impactful way. He’s dedicated to partnering with people who strive to create better investment results for their clients.

Previous Roles

• Heritage Asset Management
• Eagle Asset Management
• Carillon Tower Advisors

Education, Credentials, and Memberships

• BS, Presbyterian College
• MBA, University of South Florida
• CIMA® Certified Investment Management Analyst

Community

When away from work, Julian enjoys golf, tennis, and supporting the local sports teams with his wife, Bonnie, and their two children. He recently coached his son’s baseball teams and excitedly reengaged with film and music due to his children’s passion in the mediums.

Meketa’s foundation is built on collaboration, where every team member is dedicated to serving our clients with integrity and excellence. Here, employees have the autonomy to engage in initiatives that strengthen our client services, fostering a culture of growth and servant leadership.