Lance Stafford, CFA - Vice President
Lance has over 25 years of capital markets and securities industry experience, working with both institutional and retail investors. Notably, he managed the institutional equity sales & trading operations in the Southeast United States for Keefe, Bruyette & Woods prior to the firm’s merger with Stifel Nicholas in 2013. Since then, Lance has advised high-net-investors and families seeking wealth management and tax planning solutions in various senior roles for global, regional and Atlanta-based investment management firms.
A proud Texan, Lance is based in Atlanta, Georgia where he and his wife raised two adult children. He earned a B.A. in Economics from Emory University in 1992 and an MBA from the McCombs School of Business, University of Texas at Austin in 1997. He is a CFA® charter holder.