![Lane Curlee](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Lane Curlee
Directeur Général chez
First City Capital Management, Inc.
Profil
Mr. Edmund L.
Curlee, III, is a Senior Vice President at First City Capital Management, Inc. He joined the firm in September 1992.
Mr. Curlee was employed as a Principal by Minis & Co., Inc in 1988 to 1992.
He served on a number of local boards.
He holds a BS degree from the Armstrong Atlantic State University, Savannah and is a Member of The CFA Institute The Jacksonville Financial Analyst Society and The CFA Institute.
Postes actifs de Lane Curlee
| Sociétés | Poste | Début |
|---|---|---|
First City Capital Management, Inc.
 First City Capital Management, Inc. Investment ManagersFinance First City Capital manages both equity and fixed income portfolios. However, for most clients they emphasize a balanced approach. The firm allocates assets among stocks, bonds, and cash reserves based on the firm’s strategy with respect to the debt and equity markets. Their equity style focuses primarily on growth at reasonable prices (GARP). They use fixed income primarily to satisfy income requirements and to reduce overall portfolio risk and volatility. | Directeur Général | 01/09/1992 |
Anciens postes connus de Lane Curlee
| Sociétés | Poste | Fin |
|---|---|---|
Minis & Co., Inc.
 Minis & Co., Inc. Investment ManagersFinance Minis & Co.'s investment objective is consistent, long-term growth of capital with relatively low risk. They believe that balanced accounts are appropriate for most investors. The percentage of the account invested in each of these three asset categories is determined by their client's particular needs and ability to assume risk. All portfolios are managed separately and are not commingled. Their investment philosophy balances the higher return potential available in stocks with the relative safety available in cash and fixed-income investments. The firm's stock selection strategy is based upon selecting stocks with above average growth prospects selling at reasonable prices. Their fixed-income strategy is based upon ensuring safety of principal while pursuing the best available yield. In selecting stocks, primary emphasis is placed on liquidity, quality and growth. Minis & Co. invests solely in US traded securities. Stocks must have the potential for above average total return over a one to two year time horizon. Liquidity and quality are also stressed, with quality measured by analyzing financial strength, growth and stability of profits, and management competence. Once a stock achieves its potential return, at least a portion is sold. The firm does not add to a losing position. Instead, when investment mistakes are made the entire position is sold. For cash and equivalents, Minis uses money market funds and US Treasury Bills. When investing in the fixed-income market, US Treasury Notes and Bonds and, if appropriate, investment-grade municipals are acquired. Rarely, they will purchase Federal agency or high quality corporate bonds. Their approach is to ladder maturities out as far as ten years. | Corporate Officer/Principal | 31/12/1991 |
Formation de Lane Curlee
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
3
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Minis & Co., Inc.
Minis & Co., Inc. Investment ManagersFinance Minis & Co.'s investment objective is consistent, long-term growth of capital with relatively low risk. They believe that balanced accounts are appropriate for most investors. The percentage of the account invested in each of these three asset categories is determined by their client's particular needs and ability to assume risk. All portfolios are managed separately and are not commingled. Their investment philosophy balances the higher return potential available in stocks with the relative safety available in cash and fixed-income investments. The firm's stock selection strategy is based upon selecting stocks with above average growth prospects selling at reasonable prices. Their fixed-income strategy is based upon ensuring safety of principal while pursuing the best available yield. In selecting stocks, primary emphasis is placed on liquidity, quality and growth. Minis & Co. invests solely in US traded securities. Stocks must have the potential for above average total return over a one to two year time horizon. Liquidity and quality are also stressed, with quality measured by analyzing financial strength, growth and stability of profits, and management competence. Once a stock achieves its potential return, at least a portion is sold. The firm does not add to a losing position. Instead, when investment mistakes are made the entire position is sold. For cash and equivalents, Minis uses money market funds and US Treasury Bills. When investing in the fixed-income market, US Treasury Notes and Bonds and, if appropriate, investment-grade municipals are acquired. Rarely, they will purchase Federal agency or high quality corporate bonds. Their approach is to ladder maturities out as far as ten years. | Finance |
First City Capital Management, Inc.
First City Capital Management, Inc. Investment ManagersFinance First City Capital manages both equity and fixed income portfolios. However, for most clients they emphasize a balanced approach. The firm allocates assets among stocks, bonds, and cash reserves based on the firm’s strategy with respect to the debt and equity markets. Their equity style focuses primarily on growth at reasonable prices (GARP). They use fixed income primarily to satisfy income requirements and to reduce overall portfolio risk and volatility. | Finance |
Armstrong Atlantic State University
 Armstrong Atlantic State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Georgia
 University of Georgia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
