Bringing you live news and features since 2006 

Titus Wealth Management adds new adviser

RELATED TOPICS​

Titus Wealth Management (Titus) has added Scot Lance to its growing team of wealth managers. Lance will serve as Managing Director and will drive the investment planning decisions for clients to help meet their long-term financial objectives.

“We remain dedicated to growing our team of independent advisors and are proactively seeking out seasoned veterans like Scot,” says Eric Aanes, President and Founder of Titus. “Scot is a great fit for the firm. He brings a strong investment philosophy that is focused on his clients’ unique needs, as well as a strong work ethic that drives him to go the extra mile.”
 
Lance has more than 25 years of experience in the financial services industry, with a focus on investment strategy and asset allocation. Prior to joining Titus, he served as a senior vice president specialising in investments at Wells Fargo Advisors in San Rafael, CA. Lance started his career in the financial services industry at Merrill Lynch and also held positions with Lehman Brothers, UBS and Bank of America.
 
In the past year, Titus has added five new advisors and a Chief Compliance Officer. The firm continues to expand its breadth of financial services expertise, internal resources and technological capabilities to provide customised investment management and financial planning. With the addition of Lance, Titus is administering approximately USD550 million in assets for high net worth individuals and business owners.
 
“Joining Eric and the Titus team offers me the opportunity to be a part of a growth-minded practice while keeping my independence as a financial advisor,” says Lance. “The firm offers the support and technology tools I need to create successful client outcomes, and I immediately recognised Titus’ dedication to implementing the best solutions available. I am looking forward to incorporating my expertise into their team approach.”

Latest News

Figment Europe, a provider of institutional staking infrastructure, writes that it is solidifying its presence in the heart of Europe’s..
Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..

Related Articles

Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by