Matthew David Rold

Charles Lane Capital LLC is an independent wealth management firm headquartered in New York City. Founded in 2021, the firm provides wealth management services to wealthy individuals and families.

Needham & Co. LLC (Needham) is a registered investment advisor and broker/dealer headquartered in New York City. The firm was founded in 1985 and is a wholly-owned indirect subsidiary of The Needham Group, Inc. Needham provides corporate and institutional clients with high quality research, corporate access, capital markets and trading execution services in both the public and private markets, with an emphasis on growth companies.