Lance has over 25 years of capital markets and securities industry experience, working with both institutional and retail investors. Notably, he managed the institutional equity sales & trading operations in the Southeast United States for Keefe, Bruyette & Woods prior to the firm’s merger with Stifel Nicholas in 2013. Since then, Lance has advised high-net-investors and families seeking wealth management and tax planning solutions in various senior roles for global, regional and Atlanta-based investment management firms. He holds a B.A. in Economics from Emory University and an MBA from the McCombs School of Business, University of Texas at Austin. He is a CFA® charter holder.