Family Office Leadership
William L. Lane III, CIMA®
Managing Partner, Almanack Family Office
Bill heads up Almanack Family Office and Institutional client service. He provides strategic counsel to families and entrepreneurs, including Set-Up and Best Practice Consultation, Global Custody and Prime Brokerage, Consolidated Portfolio Reporting, Liability Management, and all aspects of client balance sheet needs. Bill owns and proactively coordinates efforts and planning with our clients' CPA, estate planning attorney, insurance and other advisors. Bill previously advised clients at Credit Suisse, Deutsche Bank and Wells Fargo. Bill graduated from Lafayette College and holds FINRA Series 7, 63, 65 licenses. He has earned the right to utilize the Certified Investment Management Analyst designation and is currently the vice chairman of the Independence Seaport Museum.
Senior Partner, Almanack Family Office
Jamie is a senior partner in the Multi-Family Office and Institutional client service groups. She has been assisting families and institutional clients in all aspects of account maintenance including, consolidated reporting, operations, and portfolio management support. Jamie has over 25 years of experience having worked with clients at Credit Suisse, Deutsche Bank, Goldman Sachs and Wells Fargo. Jamie graduated from Syracuse University and holds FINRA series 7, 63 and 65 licenses. She is active in the Willistown Conservation Trust, a local non-profit focused on land preservation and wildlife conservation.