Lance began his career with One Capital Management in 2013 and leads the Private Client Portfolio Management Team. He is responsible for the investment decisions and active daily management of OCM’s globally diversified portfolios. In addition, Lance directs the firm’s ETF research efforts. Lance was an analyst with Woodbury Strategic Partners reviewing private equity opportunities and Crestline Investors, where he researched investments for their Special Opportunity Fund. Mr. Messervy earned both a Master of Science in Finance and a Bachelor of Science in Finance from the University of Utah. He is a CFA Level 2 candidate.