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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 for five years at Standard & Poor's Corporate Value Consulting and Wellington Management Company. Mr. Garrison holds the Fundamentals of Sustainability Accounting (FSA) credential and is a Subject Matter Expert with the Sustainability Accounting Standards Board.

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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