Former Managing Director at Goldman Sachs with 25+ years of experience in investment banking and wealth management. MBA from Harvard Business School.

Former portfolio manager at BlackRock with a specialization in global equity markets and alternative investments. CFA charterholder.

PhD in Financial Economics from the London School of Economics. 20 years advising ultra-high-net-worth families across three continents.

With over 20 years of expertise spanning wealth management and comprehensive financial planning, Lance brings a disciplined, client-first approach to long-term portfolio strategy.

Former Chief Risk Officer at Merrill Lynch with expertise in derivatives, portfolio hedging, and quantitative risk modeling.

Specialist in high-net-worth client strategy with a background in private banking at UBS and Credit Suisse. MBA from INSEAD.

Certified Public Accountant and Estate Planning Attorney with 18 years of experience in complex trust structures and tax optimization.

Former head of quantitative research at Vanguard. PhD in Applied Mathematics, specializing in algorithmic investment strategies.