Lance has 20+ years of industry experience in the areas of fund structuring and operations, investment management, financial reporting, treasury functions, and investor relations. Former Chief Financial Officer for Hatteras Funds, and a respected member of the executive management team, and an integral part of the group that raised, managed, and distributed over $6 billion in assets across two innovative investment platforms. Served as Vice President of Operations at Smith Breeden Associates, and earlier as a manager at the accounting firm, BDO. Holds both the CFA Charter and CPA license. 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. Provides services to USA Mutuals through a separate and unaffiliated entity.
Interesting Facts About Lance – 3 children – daughter age 17, two sons age 13, age 10. Coaches a high school golf team. Avid Tar Heel basketball fan (and football when they’re relevant) Spends many weekends as a caddy for youth golfers. Enjoys trivia contests (no film or music please); reading biographies & US History. Prefers the beach over the mountains (in N.C., its usually one or the other), Has never called a trip to the beach as ‘going to the Shore’. Winner of two consecutive Halloween / costume contests. Resides in a town known as the ‘Southern Part of Heaven’.