Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This advisor has paid a fee to receive expanded profile features, such as profile photo and contact information.
Forbes Lists
#219
New York - NYC (High Net Worth)
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
Source: Forbes.com (Awarded Jan 2024) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.
About Lane Katz
Lane H. Katz is a Senior Vice President and a Financial Advisor at Morgan Stanley in New York City. He is co-founder of The Fortress Group at Morgan Stanley, a 6-person wealth management team. As a Certified Financial Planner® and Senior Portfolio Manager, Lane serves an eclectic and global clientele of long standing, dedicated investor clients. While Lane's clients are primarily in the United States, he also holds Morgan Stanley's prestigious International Client Advisor designation, which allows him to address the needs of affluent non-US clients and has enabled him to build an international... Read More
Lane H. Katz is a Senior Vice President and a Financial Advisor at Morgan Stanley in New York City. He is co-founder of The Fortress Group at Morgan Stanley, a 6-person wealth management team. As a Certified Financial Planner® and Senior Portfolio Manager, Lane serves an eclectic and global clientele of long standing, dedicated investor clients. While Lane's clients are primarily in the United States, he also holds Morgan Stanley's prestigious International Client Advisor designation, which allows him to address the needs of affluent non-US clients and has enabled him to build an international practice as well. Through his 40+ years of professional experience Lane has helped clients survive and thrive through seven US Presidents, six US recessions and six bear markets and recoveries. Clients rely on Lane's depth of experience and his rich and balanced perspective to help them navigate challenging times.
A native New Yorker, Lane takes the time to conduct detailed analysis of each investor's financial life before carefully tailoring a sound, comprehensive plan for the individual's unique situation. He employs a holistic approach, meaning he manages the asset and liability side of a client's balance sheet. He meticulously considers every issue important to his clients, as well as frequently overlooked life issues they may have yet to consider, such as deciding where to retire, whether to work part-time or continue working in retirement, and how to provide financially for a new grandchild or other family member.
Lane places great importance on delivering the highest level of quality personalized service to clients with professionalism and integrity. Each individual is made to feel like my only client, Lane says. My overriding mission is to take care of my clients' finances, so they have the freedom to spend their lives enjoying what they have worked so hard to attain.
Having spent his entire career, beginning in 1978, at Morgan Stanley and its predecessor firms, Lane is keenly familiar with the company's broad range of diversified products and services, key people and departments, and how best to utilize them to maximize his clients' advantages. Throughout his tenure, he has also developed deep relationships with professionals within the firm and around the industry who bring added value to his clients. Lane has been named to both the Forbes 2020 and 2021 Best-In-State Wealth Advisors list.
A believer in sustained continuity, effective business succession and family estate legacy transfer, Lane has built strong, enduring relationships with his clients and now serves the children and even grandchildren of many of them. Lane and his three Financial Advisor partners serve families together as a highly experienced financial investment advisory team that provides clients with a collaborative approach to problem-solving and nurturing coverage with deep service support.
Lane and The Fortress Group routinely receive referrals from their clientele because of their unwavering dedication helping investors get to where they want to be through prudent financial planning and sound investment strategies.
When Lane is not serving his clients, he enjoys life in New York City. His hobbies include studying American history, traveling, listening to jazz music and going to the theater. Lane is also an avid baseball fan. For over 25 years, he has been a passionate advocate for the Children's Aid Society, a 160-year-old organization and the largest children's charity in the City of New York. He has served in various capacities, including Trustee and now Trustee Emeritus.
Forbes' Best-in-State Wealth Advisors
Ranked # 217 - State of New York, NYC, High Net Worth
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER TM, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC. Member SIPC.
CRC 3860471 11/21 Read Less
A native New Yorker, Lane takes the time to conduct detailed analysis of each investor's financial life before carefully tailoring a sound, comprehensive plan for the individual's unique situation. He employs a holistic approach, meaning he manages the asset and liability side of a client's balance sheet. He meticulously considers every issue important to his clients, as well as frequently overlooked life issues they may have yet to consider, such as deciding where to retire, whether to work part-time or continue working in retirement, and how to provide financially for a new grandchild or other family member.
Lane places great importance on delivering the highest level of quality personalized service to clients with professionalism and integrity. Each individual is made to feel like my only client, Lane says. My overriding mission is to take care of my clients' finances, so they have the freedom to spend their lives enjoying what they have worked so hard to attain.
Having spent his entire career, beginning in 1978, at Morgan Stanley and its predecessor firms, Lane is keenly familiar with the company's broad range of diversified products and services, key people and departments, and how best to utilize them to maximize his clients' advantages. Throughout his tenure, he has also developed deep relationships with professionals within the firm and around the industry who bring added value to his clients. Lane has been named to both the Forbes 2020 and 2021 Best-In-State Wealth Advisors list.
A believer in sustained continuity, effective business succession and family estate legacy transfer, Lane has built strong, enduring relationships with his clients and now serves the children and even grandchildren of many of them. Lane and his three Financial Advisor partners serve families together as a highly experienced financial investment advisory team that provides clients with a collaborative approach to problem-solving and nurturing coverage with deep service support.
Lane and The Fortress Group routinely receive referrals from their clientele because of their unwavering dedication helping investors get to where they want to be through prudent financial planning and sound investment strategies.
When Lane is not serving his clients, he enjoys life in New York City. His hobbies include studying American history, traveling, listening to jazz music and going to the theater. Lane is also an avid baseball fan. For over 25 years, he has been a passionate advocate for the Children's Aid Society, a 160-year-old organization and the largest children's charity in the City of New York. He has served in various capacities, including Trustee and now Trustee Emeritus.
Forbes' Best-in-State Wealth Advisors
Ranked # 217 - State of New York, NYC, High Net Worth
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER TM, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC. Member SIPC.
CRC 3860471 11/21 Read Less
Schedule an introduction with Lane today.