Lance has 20+ years of industry experience in fund structuring and operations, investment management, financial reporting, treasury functions, and investor relations. He was the Former Chief Financial Officer at Hatteras Funds, a respected executive management team member, and an integral part of the group that raised, managed, and distributed over $6 billion in assets across two innovative investment platforms. In addition, Lance served as Vice President of Operations at Smith Breeden Associates and earlier as a manager at the accounting firm BDO. He holds the CFA Charter and CPA licenses and graduated from the University of North Carolina at Chapel Hill with a Bachelor’s Degree in Business Administration and a Master’s Degree in Accounting.
Interesting Facts About Lance – Lance has three children – a daughter, age 17, and two sons, ages 13 and 10. He is an avid Tar Heel basketball fan (and football when they’re relevant). In addition, Lance coaches a high school golf team and spends many weekends as a caddy for youth golfers. He enjoys trivia contests (no film or music, please); reads biographies & books on US History. He prefers the beach over the mountains (in NC, it’s usually one or the other) and has never called a trip to the beach ‘going to the Shore.’ Winner of two consecutive Halloween / costume contests. Lance resides in a town known as the ‘Southern Part of Heaven.’
Plaza of the Americas, North Tower
Dallas, TX 75201