Advisors at this firm
Anthony O
Series 63, Series 65
Greenwich, CT
Dunham Lane Capital Partners LLC
Anthony Olivieri is a financial advisor at Dunham Lane Capital Partners LLC with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Dunham Lane since 2016. He is also a founding principal of Banyan Real Estate Group, where he is involved in identifying and selecting property investments. Dunham Lane Capital Partners LLC provides discretionary investment management through separately managed accounts for individuals, trusts, corporate pension and profit-sharing plans, charitable institutions, and endowments. The firm employs a bottom-up, fundamental analysis approach focused on long-term capital appreciation and typically manages concentrated portfolios with full trading discretion.
Stephen H
Series 63, Series 65
Miami, FL
Dunham Lane Capital Partners LLC
Stephen Huntzinger Jr is a financial advisor at Dunham Lane Capital Partners LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Dunham Lane since 2016. In addition to his advisory role, he is a founding principal of Banyan Real Estate Group, where he is involved in identifying and selecting property investments. Dunham Lane Capital Partners LLC provides discretionary investment management for individuals, trusts, pension and profit-sharing plans, charitable institutions, and endowments. The firm focuses on long-term capital appreciation through a bottom-up, fundamental analysis approach, managing concentrated portfolios with a range of instruments including stocks, ETFs, bonds, currencies, and options.