Lance CFP®’s Email & Phone

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Lance CFP®

Senior Director - Private Equity Group @ Oppenheimer & Co. Inc.

Lance CFP® Contact Details

Location:
New York, New York
Work:
Senior Director - Private Equity Group @ Oppenheimer & Co. Inc.
United States Navy Reserve - Finance Officer @ US Navy
Senior Director and Portfolio Strategist @ Oppenheimer & Co.
Education:
BA, Business Administration @ Drury University
About:

Senior Director and Analyst with the Private Equity Group of Oppenheimer Asset Management here in NYC. 15 years experience in finance, with specific roles including portfolio management, equity research, stock selection, equity portfolios, investment research, investment strategy, discretionary portfolio construction, asset allocation strategies, manager selection, advanced financial planning concepts and relationship management for high net worth individuals, 

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