1 month ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
Principal,
Financial Advisor
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.
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