Giselle Casella is not listed as a control person, but directly owns under 5% of Lane Generational. Giselle Casella holds a BBA from Pace University, an MBA from Regis University and an MS Cybersecurity from Utica College.
Lane Generational is an investment adviser, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $139 million, as filed on 5 May 2026. Its fees, ownership and offices are on the firm’s profile.
Giselle Casella is CCO of Lane Generational. She oversees the firm's compliance program and has over 20 years of SEC regulatory compliance experience with registered investment advisors. She is the founder of Investment Adviser Compliance Consultants, which provides outsourced CCO services to U.S. SEC Registered Investment Advisors.
- CRD
- 4998512
- Firm
- Lane Generational · CRD 309619
- Role
- Chief Compliance Officer
- In role since
- June 2023 · 3 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lanegenerational.com
Where does Giselle Casella work?
Giselle Casella has been Chief Compliance Officer of Lane Generational LLC since June 2023.
How can I verify Giselle Casella’s record?
Giselle Casella’s role is listed on Lane Generational LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 309619.
