Bryan Lantz Email & Phone Number

Boston, Ma, Us

Boston, Massachusetts, Us

Hometap’s mission is to make homeownership less stressful and more accessible. We offer an alternative to debt for homeowners in need of capital to fund college tuition, new businesses, health care expenses, pay off debt etc. Our investment platform is driven by powerful data and analytics to create great opportunities for homeowners and investors alike.

Boston, Ma, Us

Boston, Ma, Us

San Francisco, California, Us

STRATEGIC THINKINGEvaluated the pricing structure in regional markets and presented case to senior management resulted in a reaffirmation of current scheme.Assessed the severity of the regulatory environment in the Pacific Northwest and identified process improvements to bring compliance to 100%. PROBLEM SOLVINGCollaborated with Existing Supply team to implement process improvements. Increased compliance levels in Seattle by 58%. Assisted in offline marketing efforts to grow driver headcount for USGA US Open in Tacoma WA. Resulted in a 40% supply increase.

LEADERSHIP & TEAMWORKEstablished, developed and maintained Research Team's relationships with external consultants and third party research and data providers (CTC Consulting, Markov Processes International, Morningstar). Resulted in strong relationships translating to preferred pricing. Selected by firm to represent Research Team on firm-wide initiatives such as CRM selection and implementation and document management solutions evaluation. Led Research Team in executing all ad hoc client requests and business development efforts.ANALYTICS Conducted in-depth manager due diligence, asset class evaluation, and investment of roughly $400 million in the natural resource equities/commodity space.Built model portfolios. Regularly communicated to Management on implications of changes and implementation issues. Resulted in company-wide adoption.Created aerial view of portfolios to identify drivers and risks. Resulted in selection as lead analyst in conducting portfolio attribution and risk analysis.INNOVATIONOverhauled the investment decision making process to shorten decision making times. Implemented committee structure and sat on all four committees (Investment, Model/Manager, Implementation, and Asset Allocation).

INITIATIVE & IMPLEMENTATIONInvented system to illustrate firm’s performance. Resulted in being used as a tool for business development efforts.Set vision and plan to direct 5-member team in developing and executing annual dividend distribution & tax-loss harvesting procedures for over 300 clients. Resulted in 100% flawless execution and decreased tax liability. COMMUNICATIONTook initiative to create internal workflow management software that tracks and organizes the workload of the Research Team. Resulted in better communication to firm about Team’s workload and improved prioritization.Improved communication via the development and implementation of a company blog to disseminate key information across all functional areas including manager due diligence, asset allocation and wealth planning.ANALYTICSRoutinely analyzed big data sets to uncover investment opportunities. Spearheaded every step from scrubbing the data to analyzing and providing recommendations.

Master Of Business Administration (M.B.A.) With University Honors, Strategy, Organizational Behavior, Marketing, Entrepreneurship

Bachelor Of Arts (B.A.), Economics, Biology