Every relationship at Sterling Lane is led by one of the four partners below. There are no associates assigned to client accounts. There are no hand-offs.
Eleanor co-founded Sterling Lane in 2009 after fourteen years at a global asset manager where she ran the private-client equity strategy. She holds a B.A. from Wellesley and an M.B.A. from Chicago Booth.
CFA Charterholder · Series 65
James joined Sterling Lane in 2011 after eight years as a senior planner at a large national RIA. He leads our tax, estate, and generational planning work. A.B. Dartmouth, J.D. Georgetown.
CFP® Professional · Series 65 · Non-practicing attorney, NY
Miguel manages the firm’s fixed income and liability-matched portfolios. Prior to Sterling Lane he spent twelve years at an institutional asset manager building municipal and corporate bond strategies.
CFA Charterholder · Series 65 · B.S. MIT, M.B.A. Wharton
The firm employs three full-time operations staff who handle trade settlement, performance reporting, client account administration, and compliance. They do not make investment decisions, do not speak with clients about strategy, and do not represent the firm in any advisory capacity.
We have deliberately kept the headcount small. Every partner speaks to every client. Every client speaks to at least one partner every quarter. The structure scales only by adding partners — which we have done twice in sixteen years, both times from within the industry.
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