Lance screens prospective investment opportunities, assists with due diligence for new transactions, and monitors portfolio companies while working closely with Caltius team members. He joined Caltius Equity in August 2025, having previously worked at Deloitte and Cantor Fitzgerald as an Investment Banking Associate.

While at Deloitte and Cantor Fitzgerald, Lance supported deal execution across M&A and capital advisory transactions for companies across the TMT, industrials, consumer, and services industries. Lance received his B.A. from the University of California, Los Angeles.