Lance Hutchins, CPM®, CRPC®
senior vice president - wealth management usa senior portfolio manager @ ubs financial services inc @ UBS
Groves, Texas, United States
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Lance Hutchins, CPM(r), CRPC(r) is a Senior Vice President - Wealth Management at UBS Financial Services Inc. He began his career as an Account Executive at Transamerica Mutual Funds and later joined Smith Barney. Lance holds a Bachelor of Business Administration in Finance from Texas State University and a Masters of Business Administration from the University of Phoenix. He manages risk while seeking investment opportunities in customized portfolios. Lance lives in Clear Lake with his wife Karyn, son Tanner, and dog Camo. He is a member of the Portfolio Management Institute and Coastal Conservation Association and Ducks Unlimited.
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@ubs.com
+1 409351****
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About

Lance is a Senior Vice President - Wealth Management, USA at UBS Financial Services Inc. He began his career as an Account Executive at Transamerica Mutual Funds in 1990. In 1997, he joined Smith Barney where he remained with subsequent firms until 2015. Lance holds a Bachelor of Business Administration in Finance from Texas State University as well as a Masters of Business Administration from the University of Phoenix. His professional credentials include Certified Portfolio Manager (CPM®), and Chartered Retirement Planning Counselor (CPRC®). Lance manages risk while seeking investment opportunities in all of the team's customized portfolios. Lance lives in Clear Lake with his wife Karyn, their son Tanner and their dog Camo. He is a member of the Portfolio Management Institute, Coastal Conservation Association and Ducks Unlimited. His hobbies include fishing and coaching youth sports. **These are the comments of this Financial Advisor only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.** /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

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Work Experience

Postbox, Zurich, 8001, CH

Financial Services

80963

Lance Hutchins, CPM®, CRPC®'s Professional Milestones

  • Senior Vice President - Wealth Management | Senior Portfolio Manager (2015-02-01~): Successfully launched a new portfolio portfolio, increasing portfolio performance and increasing efficiency.
  • senior vice president - wealth management usa senior portfolio manager @ ubs financial services inc : Developing a strategic portfolio that maximizes returns for clients, driving innovation and enhancing profitability.

Education

Columbia University
Columbia University

Certified Portfolio Management

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