Senior Vice President, Fixed Income Trading
“Trading bonds requires a dynamic focus, which means you have to be on top of everything, all of the time, in order to be successful. This keeps my job interesting and keeps me, as a trader, always searching for the next great idea. This is why I love coming into work every morning.”
He brings 15 years of industry experience with him. Lance specializes in taxable and bank qualified municipal bond trading. He has experience with retail and institutional sales covering middle market banks, insurance companies, investment advisors and municipalities. Lance is nimble in his approach and thinking, which enables him to consider and evaluate new trading ideas. Lance was most recently with Oppenheimer as Director of Trading, where he was trading taxable munis for institutional middle market and retail accounts. Prior to that Lance, held positions at Southwest Securities and TD Securities.
Lance has always been fascinated by the monetary system and how value is assigned to tangible and intangible items. He has a BSBA in Finance from Drexel University and holds his Series 7 and 66 licenses.