Experience

Lane was head of UBS Wealth Management, as well as the Ultra High Net Worth and Private Wealth business in the Southeast Market for UBS Wealth Management Americas. Prior to this, Lane has served in various senior leadership roles including head of the UBS Northwest PWM Market, UBS West Division Director, and Regional Director for the Northwest United States, where he and his team were recognized in 2015 as WMA's “Region of The Year” for top overall performance. Lane began his career in the financial services industry in 1992 as a Financial Advisor with Shearson Lehman Brothers. During this time, and later at Prudential Securities, he was a successful Branch Manager, Complex Director, and Regional Sales Manager in South Florida, as well as a Management Training Officer in New York City.

Family & Personal Interests

Lane and his wife, Melissa, live in Jacksonville, Florida and have three grown children and a son-in-law, Brooke (Josh), Faith, and Hunter. Away from work, he enjoys golf, the outdoors and traveling with his family. Lane's philanthropic interests are centered on medical research — as a cancer survivor himself, and after losing his closest friend and multiple family members to cancer, he has become an active fundraiser for the American Cancer Society, St. Jude Children's Research and Susan G. Komen for the Cure. Lane also serves as President of The Oren Margol Foundation, a non-profit organization created to help fund cancer research at Baptist MD Anderson Cancer Center in Jacksonville.

Antonio is an Associate Market Executive for the Florida Market. Antonio is a results-oriented Associate Market Executive, overseeing the Florida Market. He drives business development, implements sales growth plans, and develops coaching programs for financial advisors to enhance their professional growth. Antonio manages escalated issues, including financial, reputational, and compliance risks. He also supports financial advisor recruitment, hiring, and onboarding. Previously, as Client Experience Director, Antonio streamlined processes to improve client and advisor experiences.

Antonio began his career with Merrill Lynch in 2006, advanced into leadership roles, and joined UBS in 2015. He holds dual Bachelor's degrees in Marketing and Management from Northwood University.