Lance brings with him 31 years of investment management experience and high level portfolio management. Having worked at top-tier brokerage and wire house firms during those years, Lance brings to each client relationship, a deep understanding of investment management and client service experience. He will be based in our newly established San Mateo, California office.
Lance started his career in 1985 at Dean Witter Reynolds in San Francisco, where he first met Moe Mackowski. Lance and Moe worked closely together in the Maritime Plaza office of Dean Witter, until Moe moved to Boston in 1993. Dean Witter was acquired by Morgan Stanley, and Lance rose to the level of Vice President of Investments. During his 15 years at Morgan Stanley he was actively engaged in investment management for both institutional and retail clients.
After Morgan Stanley, Lance spent time at Piper Jaffrey and Charles Schwab. While at Charles Schwab he was a Private Client Consultant, in the newly developed Private
Client Service Group. This investment management service group was developed to give personal attention to Schwab’s higher net worth clients through a fee-based structure, a first for Schwab.
Lance develops, executes and manages an investment plan for his clients taking into consideration their unique circumstances. Each client’s individuality is respected. He prefers to keep clients informed and educated through open discussion and communication. The satisfaction and success of his clients is shown by the long-term relationships he has with them.
C2C Wealth Management is a Registered Investment Advisor (RIA) founded by Maureen (Moe) Mackowski and Louis Della Valle, who bring six decades of combined experience advising successful individuals and their families. C2C has offices in California and Massachusetts, clients throughout the country, and assets of over $500 Million. C2C is grounded in their shared values of integrity, confidentiality, and an unwavering commitment to always doing what is right for their clients. C2C has a strategic relationship with Charles Schwab for financial custodial services.