Lance Marx

Background

About Lance Marx

EXCEEDING REVENUE AND ROI EXPECTATIONS THROUGH VISION, STRATEGY AND FLAWLESS EXECUTION. As a Senior Finance Executive, CFA and Expert in Investments and Portfolio Management. I am committed to delivering best-in-class service and results on behalf of leading global organizations, municipalities, labor unions and not-for-profits. With a reputation as a consummate professional, trusted advisor and relationship builder, I combine business acumen, expertise in analytics and interpersonal strengths to consistently exceed market performance on behalf of my clients. Throughout my career I have built a reputation for assessing businesses—spanning diverse industry sectors and ranging from privately-held start-ups through Fortune 100 companies—based on my abilities to formulate and analyze financial models, ask the right questions, listen attentively and tap into an experience-honed intuitive sense of what makes a business succeed. I thrive on collaborative leadership and inspiring others to grow and achieve. A competitive and business-savvy general management and marketing driven business leader, I was a partner in building a start-up boutique asset management firm from the ground up to $1.5B+ in AUM within only five years. Leveraging my finance and executive management abilities, I played a pivotal role in the financing, construction, launch and operations of a recognized art museum and established a foundation to ensure its future financial health. Additional Executive Competencies • Strategic Planning • Business Development • Financing • Budget Management • Portfolio Management • Small-Mid Cap Equities • Risk Management • Consultant Relationships • Board Presentations and Meetings • Fund Raising • Acquisition Due Diligence • Vendor Relations