Lance Armenta Email
Wealth Planning Analyst @ Shufro, Rose & Co, LLC
5 free lookup(s).
No credit card required.
Lance Armenta Location
- New York, NY, US
Lance Armenta Work
- 2024 - now Wealth Planning Analyst @
- 2024 - 2024 Registered Client Associate @
- 2023 - 2024 Senior Private Wealth Associate, Team Lead @
- 2021 - 2023 Private Wealth Associate, Team Lead @
- 2021 - 2022 Private Wealth Associate @
- 2020 - 2021 Financial Consultant @
- 2019 - 2019 Summer Intern Wealth Management @
Lance Armenta Education
- University of North Carolina at Chapel Hill
Bachelor's degree (Economics)
2015 - 2020
Lance Armenta Summary
- Lance Armenta, based in New York, NY, US, is currently a Wealth Planning Analyst at Shufro Rose. Lance Armenta brings experience from previous roles at UBS and Bernstein Private Wealth Management. Lance Armenta holds a 2015 - 2020 Bachelor's degree in Economics @ University of North Carolina at Chapel Hill. Lance Armenta has 2 emails on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Lance Armenta?
Find contact details for 700 million professionals.
Others Named Lance Armenta
Lance Armenta
Wealth Planning Analyst
New York, NY, US
Top Shufro, Rose & Co, LLC Employees
Gregory Shufro
Principal, Senior Financial Advisor
New York, NY, US
Steven Glass
Principal and Senior Financial Advisor
New York, NY, US
John Contant
Principal and Senior Financial Advisor
New York, NY, US
Laura Peysakhov
Manager - Client Relations
New York, NY, US
Stephen Leit
Principal and Senior Financial Advisor
New York, NY, US
Anthony Santoloci
Vice President, Investment Solutions
New York, NY, US
Thomas Kwon
Vice President and Platform Manager
New York, NY, US
Aimee Adler
Financial Planner
New York, NY, US
Lance Armenta
Wealth Planning Analyst
New York, NY, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co