Curtis Kent Lane
Founder at Concordant Partners LLC
Profile
Mr. Curtis K.
Lane is a Portfolio Manager at D.A.
Davidson & Co. and a Portfolio Manager at Concordant Partners LLC.
e is on the Board of Directors at State University of Iowa Foundation.
Mr. Lane spent eight years on Wall Street, overseeing proprietary trading portfolios at the Union Bank of Switzerland and Schroeder and Company, and he eventually founded Disciplined Growth Investors in Minneapolis in 1993.
By the time he sold his shares in 2000, this start-up had grown to $1.5 billion in assets.
Following that sale, he moved to Omaha, where he became the co-founder and portfolio manager of the long/short hedge fund Concordant Partners—and also became actively involved in the Omaha Riverfront Development Corporation, a group focused on revitalizing downtown Omaha.
He received his Bachelor of Business Administration degree from the UI in 1973 and a Master's degree in Business Administration from the University of Nebraska in 1974.
Curtis Kent Lane active positions
| Companies | Position | Start |
|---|---|---|
D.A. Davidson & Co. (Investment Management)
 D.A. Davidson & Co. (Investment Management) Investment ManagersFinance D.A. Davidson & Co. (Investment Management) (DAD-IM) is the asset management division of D.A. Davidson & Co., a registered broker-dealer headquartered in Great Falls, Montana. The firm is a subsidiary of D.A. Davidson Companies, a financial service holding company. Founded in 1935, DAD-IM provides professional money management services to a variety of individual and institutional clients. | Portfolio Manager-Equities | 2016-07-27 |
Concordant Partners LLC
 Concordant Partners LLC Investment ManagersFinance Concordant Partners LLC operates as a private equity fund. The company was founded by Curtis K. Lane and Bradley Leroy Knuth and is headquartered in Omaha, NE. | Founder | - |
State University of Iowa Foundation
 State University of Iowa Foundation Investment Trusts/Mutual FundsMiscellaneous State University of Iowa Foundation was organized in 1956 to help University of Iowa meet needs beyond those provided for by state support, and to reach levels of distinction by generating significant private gift support. The company is headquartered in Iowa City, Iowa. | Director/Board Member | 2011-06-27 |
Former positions of Curtis Kent Lane
| Companies | Position | End |
|---|---|---|
SMITH HAYES Advisers, Inc.
 SMITH HAYES Advisers, Inc. Investment ManagersFinance Founded in 1997, SMITH HAYES Advisers, Inc. is a registered investment adviser headquartered in Lincoln, Nebraska. The firm and their affiliated broker dealer, SMITH HAYES Financial Services Corp., are wholly-owned subsidiaries of SMITH HAYES Cos. SMITH HAYES' investment consultants provide professional money management services for fixed and asset-based fees to individual investors, corporations, employee benefit plans, foundations, and trusts. | Portfolio Manager-Equities | 2016-07-27 |
| Union Bank of Switzerland | Corporate Officer/Principal | - |
Disciplined Growth Investors, Inc.
 Disciplined Growth Investors, Inc. Investment ManagersFinance Disciplined Growth Investors, Inc. (DGI) is a SEC-registered, employee-owned investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1997 by Frederick Martin. DGI provides investment management services to pension and profit-sharing plans, corporations and other business and government entities, charitable organizations including foundations and other non-profit entities, and select high net-worth individuals. In addition, the firm provides portfolio management services for wrap fee programs. | Corporate Officer/Principal | - |
Training of Curtis Kent Lane
| University of Iowa | Undergraduate Degree |
| The University of Nebraska-Lincoln | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
SMITH HAYES Advisers, Inc.
SMITH HAYES Advisers, Inc. Investment ManagersFinance Founded in 1997, SMITH HAYES Advisers, Inc. is a registered investment adviser headquartered in Lincoln, Nebraska. The firm and their affiliated broker dealer, SMITH HAYES Financial Services Corp., are wholly-owned subsidiaries of SMITH HAYES Cos. SMITH HAYES' investment consultants provide professional money management services for fixed and asset-based fees to individual investors, corporations, employee benefit plans, foundations, and trusts. | Finance |
Disciplined Growth Investors, Inc.
Disciplined Growth Investors, Inc. Investment ManagersFinance Disciplined Growth Investors, Inc. (DGI) is a SEC-registered, employee-owned investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1997 by Frederick Martin. DGI provides investment management services to pension and profit-sharing plans, corporations and other business and government entities, charitable organizations including foundations and other non-profit entities, and select high net-worth individuals. In addition, the firm provides portfolio management services for wrap fee programs. | Finance |
| Union Bank of Switzerland | Finance |
D.A. Davidson & Co. (Investment Management)
D.A. Davidson & Co. (Investment Management) Investment ManagersFinance D.A. Davidson & Co. (Investment Management) (DAD-IM) is the asset management division of D.A. Davidson & Co., a registered broker-dealer headquartered in Great Falls, Montana. The firm is a subsidiary of D.A. Davidson Companies, a financial service holding company. Founded in 1935, DAD-IM provides professional money management services to a variety of individual and institutional clients. | Finance |
Concordant Partners LLC
Concordant Partners LLC Investment ManagersFinance Concordant Partners LLC operates as a private equity fund. The company was founded by Curtis K. Lane and Bradley Leroy Knuth and is headquartered in Omaha, NE. | Finance |
State University of Iowa Foundation
State University of Iowa Foundation Investment Trusts/Mutual FundsMiscellaneous State University of Iowa Foundation was organized in 1956 to help University of Iowa meet needs beyond those provided for by state support, and to reach levels of distinction by generating significant private gift support. The company is headquartered in Iowa City, Iowa. | Miscellaneous |
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