“Specializing in taxable trading and bank qualified securities, Lance has experience with retail and institutional sales, covering middle market banks, insurance companies, investment advisors and municipalities. His expertise will enrich HJ Sims’ ability to service our retirement account business and further access the institutional area. Lance’s knowledge will strengthen our banking capability through the creation of new taxable municipal bond issues, as well as the ability to pursue municipal cash management business,” says Arthur J. Wunder, Executive Vice President and Managing Director, HJ Sims.
“We welcome Lance to our team for the long haul, and appreciate his significant impact and results for our income advisors and clients,” says Dan Mullane, Managing Principal, HJ Sims.
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. Lance says, “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. I look forward to working with the fixed income experts at HJ Sims.