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@resolutecapitalpartners.com
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2 phones found area 720
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LinkedIn matched
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Lance Marx, Cfa is listed as Portfolio Manager for Multi-Family Office at Resolute Capital, a with 8 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at resolutecapitalpartners.com, phone signal with area code 720, and a matched LinkedIn profile for Lance Marx, Cfa.
Lance Marx, Cfa previously worked as Portfolio Manager at Resolute Capital and Principal at Elk Creek Partners. Lance Marx, Cfa holds Ba, Sociology from Middlebury College.
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AeroLeads found 1 current-domain work email signal for Lance Marx, Cfa. Compare company email patterns before reaching out.
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
Listed skills include Equities, Equity Research, Asset Management, Financial Modeling, and 39 others.
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Greater Denver Area
Portfolio Manager/Senior Analyst for concentrated long/short hedge fund within a multi-family office. Additionally help source, and provide due diligence for private equity/venture capital investments across media. tech and consumer industries
Greater Denver Area
Boutique asset management firm.Partnered with four previous members of Wells Capital investment team to establish boutique investment firm; collaborated with partners on asset allocation strategy for Small, SMID and Mid-Cap portfolios. Personally developed business, spearheaded marketing initiatives, drove analytics and co-managed portfolios focused on Internet, Media, Business Services, Gaming and Lodging industries for institutional investors (Fortune 50-500 and municipal pension plans). • Propelled Assets Under Management from $0 to $1.5B+ in five years, including spearheading marketing strategy that accelerated growth of institutional assets from $50M to $1B within two years.• Exceeded benchmark by 100bps+ to 200bps+.• Built client roster that included leading global airlines, manufacturers, labor unions and retailers with average AUM ranging from $20M to $200M.
Greater Denver Area
Wells Capital Management is a $389B global registered investment advisor and institutional asset manager within the WFAM umbrella. Montgomery Asset Management, acquired by Wells Capital in 2003, was a San Francisco-based investment management firm and subsidiary of Commerzbank.Portfolio Manager (2007–2011)Assistant Portfolio Manager (2004–2007)Senior Analyst (2001–2004)Initially recruited to analyze small-cap companies in the Internet, Media, Business Services, Gaming and Lodging industries. Promoted with increased authority and business development responsibility for small, SMID and mid-cap portfolios with $5B in assets. Focused on municipal and Fortune 100 pension accounts.• Co-managed $5B in assets across three products for 20+ institutional clients.• Played key role as member of team that raised $1B in incremental investments from clients in big pharma, financial services and municipalities.• Restructured organization and implemented revenue share model that enhanced long-term alignment between employees and clients.• Generated annual returns of +600 bps over benchmark, including during economic meltdown period.
Denver’s third largest investment management firm; acquired by Segall Bryant & Hamill LLC of Chicago in 2018Recruited by Partner/ Sr. Portfolio Manager, personally transitioning from sell-side to buy-side, to analyze investment opportunities focused on Media, Gaming, Lodging and Telecom Services industries for $3B mid-cap fund.
Quick answers generated from the profile data available on this page.
Lance Marx, Cfa works for Resolute Capital.
Lance Marx, Cfa is listed as Portfolio Manager for Multi-Family Office at Resolute Capital.
AeroLeads has found 1 work email signal at @resolutecapitalpartners.com for Lance Marx, Cfa at Resolute Capital.
AeroLeads has found 2 phone signal(s) with area code 720 for Lance Marx, Cfa at Resolute Capital.
Lance Marx, Cfa is based in Denver, Colorado, United States while working with Resolute Capital.
Lance Marx, Cfa has worked for Resolute Capital, Elk Creek Partners, Wells Capital Management / Montgomery Asset Management, and Denver Investment Advisors.
You can use AeroLeads to view verified contact signals for Lance Marx, Cfa at Resolute Capital, including work email, phone, and LinkedIn data when available.
Lance Marx, Cfa holds Ba, Sociology from Middlebury College.
Lance Marx, Cfa is listed with skills including Equities, Equity Research, Asset Management, Financial Modeling, Cfa, Investments, Portfolio Management, and Valuation.
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