3 months ago
Keeping Investment Instincts in Check
In this edition of Investment Strategy, our industry experts explore...
Lance joined CAPTRUST from South Texas Money Management in 2019. He serves as a principal and financial advisor.
Prior to joining CAPTRUST, Lance was the managing director and director of relationship management at South Texas Money Management. He was also a partner and member of the executive team. Lance earned his Bachelor of Arts degree in economics from Trinity University and has held numerous professional securities registrations and licenses.
A native of San Antonio, he brings more than forty years of investment experience to CAPTRUST.
Lance has served on a number of community service boards and committees, including the University of Texas at Austin Parents Association Advisory Board. He currently serves on the board of AugustHeart, a nonprofit that creates accessibility to free lifesaving heart screenings for teenagers to identify undetected heart abnormalities putting teens at risk for sudden cardiac death.