Lance joined Guglielmetti Asset Management in 2022 and has over 11 years’ experience in financial services. Previously, Lance was the Chief Investment Officer at MKD Wealth Coaches and was also an equity research analyst at Arcadia Investment Management. Most recently he was in the Operations department at Raymond James. Lance has an MBA from Washington University in St. Louis, and a bachelor’s degree from Walsh College. Lance is a Chartered Financial Analyst (CFA) charter holder, and holds the Series 7 & 66 Registrations.
Lance resides in Clawson, Michigan. He is an avid sports fan and enjoys attending and watching all the Detroit sports teams. Lance plays golf and likes to swim. He loves to travel and spend time with friends and family. Lance is also a foodie that enjoys going out to restaurants and cooking.