Lance Stephens Email & Phone Number

I lead the firm's business development initiatives in the Midwest. I am responsible for leading the sales efforts across all broker/dealer channels within the territory. FPA is a Los Angeles-based institutional money management firm practicing a disciplined approach to value investing. At FPA, we seek to foster a culture of excellence, to maintain high ethical standards, and to adhere to our Core Values.

Greater Chicago Area

I directed the sales efforts in the Midwest focusing on all distribution channels including wirehouses, regional broker/dealers, independents, and RIAs. I helped to develop the Midwest territory into one of the highest ranked territories in the country in terms of sales and assets under management.

I provided leadership and development in the establishment and growth of sales and market share for the firm's mutual fund products. I helped to initiate the company's sales efforts within all external broker/dealer channels including RIAs, wirehouses, regionals, and independents. In this time, I developed over 125 new advisor relationships each year. I also helped to generate additional opportunities by establishing selling agreements with numerous broker/dealers.

I led the firm's sales efforts for separately managed accounts and mutual funds in the Midwest region for all channels. I played a key role in initiating and developing the firm's relationships with UBS, Wells Fargo, and several regional firms in the territory. I led the territory to a top three ranking within the firm.