A practice based on core values
Established in 2002, LongView grew out of its founders' common values and shared approach to investments and client service. Our portfolio managers come from a background of institutional finance, but have chosen to devote themselves to a practice centered on individual relationships. From its beginning, our company has been grounded in ideals of transparency, discipline and attention to our clients’ individual needs.
Between us we bring decades of experience to bear on our daily jobs as investment advisors as well as a global perspective gained from years of working in the world’s major financial centers.
Though we have clients around the country and travel frequently, we call New Mexico home. Santa Fe offers us an inspiring natural environment as well as a fascinating and diverse culture and history. We are active participants in our community and serve as volunteers, board and committee members to a range of non-profit, charitable and faith-based organizations.
After attending Columbia and Oxford universities, David joined First Boston Corp in 1983 as an institutional equity salesman. He worked in London and Paris before moving to New York where he was a Vice President responsible for some of the firm’s largest institutional clients. In 1988 David co-founded ARC Associates Inc., an investment banking firm based in New York. After a sabbatical from Wall Street during which he traveled with his family, wrote extensively and managed his own investments, David moved to Santa Fe where he launched registered investment advisor Raven’s Wing Asset Management in September 2000. Read More
In 2002 he co-founded LongView with now-retired partner, Elizabeth Roy. He has worked as a portfolio manager for individual and institutional clients in the US and in Europe since that time. In addition to his business activities David is a Director and Treasurer of Conservation Voters New Mexico, serves on the board of Upaya Zen Center and is a volunteer member of the Finance Committee of the Santa Fe Art Institute. David grew up in Geneva, Switzerland, where he developed an early love of mountains. He is an enthusiastic skier, hiker, mushroom hunter and cook.
Principal and Portfolio Manager
A graduate of Cornell University, Harlan has three decades of investment and general management experience. His investment philosophy has been shaped by years of close collaboration with analysts, portfolio managers and traders at leading asset management firms worldwide. Harlan’s career began at Instinet, the company that pioneered the development of electronic securities markets and brokerage services. Over the next twenty years, he helped grow Instinet into a $1.5 billion business. Read More
He spearheaded the company’s expansion to Europe, Hong Kong and Tokyo and led the development of trading and analytical tools to help institutions lower costs and improve investment performance. After living in New York, London, Hong Kong and Stockholm, Harlan decided to return to his native Santa Fe in 2007, joining Strategic Analytics, a credit risk analytics firm. From 2010 to 2013 he worked as a financial advisor at Morgan Stanley Wealth Management, investing portfolios for individuals, families and foundations as well as providing financial planning services. Harlan joined LongView in 2013. He is an avid outdoorsman and serves as a board member of the Santa Fe Conservation Trust.
Douglas Lynam, Chartered Retirement Plans Specialist℠
Director, LongView Educator Retirement Service
A graduate of St. John’s College, Santa Fe, NM, where he earned a double major in mathematics and philosophy, and of the Marine Corps Officer Candidate School, Douglas has devoted his life to service. He was a Benedictine monk and a math and science teacher for 18 years, and Math Department Chair at Santa Fe Prep for over a decade. His work with teacher retirement plans combines his desire to make the world a better place and his fascination with all things related to economics. Read More
Doug is also an ESG Fiduciary™. An ESG Fiduciary™ pledges to promote environmentally and socially responsible investing as part of their fiduciary duty to put clients’ best interests first.
Before becoming a teacher Doug worked as a legal analyst for Los Alamos National Labs. Douglas enjoys cycling, yoga, and is an avid gardener. He was the Vice-President of the St. John’s College Search and Rescue Team. He continues to work as a pro-bono financial advisor to low income families, which he has done since 2005, and has won awards for his weekly volunteer efforts at St. Elizabeth’s Shelter for the homeless in Santa Fe.
Maria grew up in Caracas, Venezuela and earned a degree in psychology from the Universidad Catolica Andres Bello. She traveled in Asia and lived in Nepal for two years where she studied Tibetan at Tribhuvan University in Kathmandu. Maria moved to the US in 1988. She lived in Crestone, Colorado for 18 years working as project manager for a Buddhist non-profit organization. While in Colorado she started a jewelry business that she still maintains. In the summer of 2006 she moved to Santa Fe with her family. Read More
Maria started working for LongView as Client Services Manager in September of the same year.
Charlene joined LongView in December 2009. She has over three decades of business administration experience in the corporate and small business environment. After working as coordinator for a major Toronto caterer, she went on to establish her own upscale catering company. Charlene has a Bachelor’s of Fine Art degree from the Nova Scotia College of Art & Design and completed the Film Technician program at SFCC. She worked as a set costumer on several local productions. She has lived in Santa Fe since 1994. Read More
Charlene is a member of the local Amnesty International chapter and volunteers as event coordinator at Pema Khandro Ling Tibetan Buddhist Center. She enjoys road trips, flamenco music and dance and yoga.