Alec Lance

Alec Lance, CFA, MBA, serves as an Investment Specialist at West Coast Financial, contributing to the Fixed Income strategy and managing over $175 million in assets for high-net-worth and institutional clients. Previously, Alec held key roles including Associate Financial Advisor, responsible for a portfolio of 43 high-net-worth clients, and led the Equity Investment Committee to drive strategic decisions. Prior experience includes roles at Invesco Ltd. as a Senior Credit Analyst and supporting multi-year organizational changes while in London. Alec began their career at Morgan Stanley as an Investment Management Analyst and completed a summer internship at Merrill Lynch. Educational qualifications include an MBA from the University of Chicago and a B.S. in Finance from Illinois State University.