As Managing Director, Lance works with ultra-high net worth executives, entrepreneurs, and successful individuals and their families, advising investment strategies and uncovering opportunities for meaningful growth. He collaborates with trust and estate, tax and corporate attorneys to provide comprehensive advice for every financial decision.
Prior to joining NewEdge Wealth, Lance served as a financial advisor at Morgan Stanley, where he started his career. Over the years, he has consistently identified and developed investment opportunities that align with the goals and values of his clients.
Lance earned a B.A. in Economics and International Business from The Ohio State University.
Outside the office, he is passionate about mentorship. Lance founded New Albany Scholars in 2010 to support local students in developing creativity. He resides in New Albany, OH, and splits his time between Ohio and Florida. Lance enjoys boating, traveling and spending time with his son, Landon.
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