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LANCE GARRISON, CFA

Vice President & Principal
Portfolio Manager, Growth Equity

  • MBA, Northwestern University
  • BS, University of Florida
  • 19 Years Investment Experience

Prior to joining the firm in 2007, Mr. Garrison worked at Standard & Poor's Corporate Value Consulting and Wellington Management Company.  Mr. Garrison is a Chartered SRI Counselor, holds the Fundamentals of Sustainability Accounting (FSA) credential and is a Subject Matter Expert with the Sustainability Accounting Standards Board (SASB).

Additionally, Mr. Garrision serves on the SASB Standards Advisory Group advising on matters of implementation and emerging issues that should be considered in the standards development process.

Investing is about long-term results and making sure investments lead to value creation and are in sync with values.

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INVESTMENT APPROACH

Our growth equity team seeks to invest in companies with demonstrated histories of consistent growth and stability in earnings, and whose equities are selling at attractive valuations. 

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