Lance W Location
Delray Beach, FL, US
Lance W Work
- 2021 - now Vice President @ Counterpoint Distributors, Inc
- 2019 - 2020 Head of Indices and Model Portfolios @ CFRA Research
- 2017 - 2019 Managing Director @ Pacer ETFs
- 2015 - 2017 Head of Business Development @ Metric Advisors/Breakaway Solutions
- 2010 - 2014 Vice President @ Affiliated Managers Group
- 2003 - 2009 Managing Regional Director @ Natixis Corporate & Investment Banking
- 2000 - 2003 Regional Investment Consultant @ MFS Investment Management
- 1996 - 2000 Dealer Marketing @ Putnam Investments
Lance W Education
- Northeastern University
(Finance & Economics)
1994 - 1999 - Essex Community Education Center UHSD #46
Diploma (Gen Education)
1990 - 1994
Lance W Skills
- Mutual Funds
- Series 7
- Series 63
- Separately Managed Accounts
- Asset Allocation
- Alternative Investments
- ETFs
- Investment Strategies
- Investments
- Asset Managment
Lance W Summary
Lance W, based in Delray Beach, FL, US, is currently a Vice President at Counterpoint Distributors, Inc. Lance W brings experience from previous roles at CFRA Research, Pacer ETFs, Metric Advisors/Breakaway Solutions and Affiliated Managers Group. Lance W holds a 1994 - 1999 Northeastern University. With a robust skill set that includes Mutual Funds, Series 7, Series 63, Separately Managed Accounts, Asset Allocation and more. Lance W has 2 emails and 1 mobile phone numbers on RocketReach.
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