Lance Widner, CFA, CFP

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Lance Widner, CFA, CFP

Lance is a Senior Director and Analyst with the Private Equity Group of Oppenheimer Asset Management here in NYC, where he is the second in command of the five person team, managing approximately $500 million in assets across four funds, both as LP and GP. He has 17 years of experience in finance, with specific roles including portfolio management, equity valuation, asset allocation, advanced financial planning concepts, country risk analysis and relationship management. He co-founded the Veterans Roundtable of the CFA Society New York (CFANY) in 2015 as a special interest group to assist transitioning veterans who are interested in pursuing a career in finance. Since the group was founded, it has grown to approximately 30 active members, is a recognized member of Veterans on Wall Street (VOWS), has received recognition on the nationally broadcast ‘Jim Bohannon Show’, had an article published in the March, 2016 edition of CFA Institute Magazine and was the featured bell ringer for the NASDAQ closing bell on June 30, 2016 as a tribute to the Fourth of July weekend and the nation?s 240th birthday.

He is also a Supply Corps Officer in the U.S. Navy Reserve, currently assigned to the Navy Operational Support Center, NYC unit as a Lieutenant JG. Additionally, he is a current board member of the Red Circle Foundation, which provides Quick Reaction Force (QRF) funding to families of the special operations community in need. Other leadership roles include Board of Directors and Programming Chair of CFA Hawaii (2004-2009), President of IE Business School’s NYC alumni chapter (2010-2012), President and Captain of the IE Business School Rugby Team (2010), and Government Affairs Chair and Board of Directors for a 2,000 home community (2006-2009). Lance received his BA in Business Administration from Drury University in Springfield, MO in 1998 and an International MBA from IE Business School in Madrid, Spain with an emphasis in finance and emerging markets in 2010. He holds both his CFA charter and CFP designation, as well as the Series 7, 66 and 24 licenses.

Upcoming Events

November 2017

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