As Director of Investment Research, Lance is responsible for assessing the risk of various asset classes, in order to safeguard the investments of Capital Advisors Group’s clients. His role includes creating advanced credit approval and surveillance procedures, issuing credit driven investment opinions to the company’s trading desk, and providing credit based investment strategies to Capital Advisors Group’s portfolio management team. He also oversees Capital Advisors Group’s Investment Committee, comprised of the company’s portfolio managers, traders, research analysts, and senior management.

Prior to joining Capital Advisors Group, Lance was a Senior Corporate Research Analyst at Columbia Management Group (FleetBoston Financial) in Boston. In that role, he was responsible for fundamental analysis and related strategies for the firm’s mutual funds and large institutional accounts. Earlier in his career, Lance worked for Central Pacific Bank in Honolulu. Lance is a Chartered Financial Analyst and member of the Boston Security Analysts Society.

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