Leadership

Leadership

Stephen J. Lange serves as the Chief Executive Officer with oversight and involvement in the functional areas of the firm.

Stephen J. Lange has 23 years of experience as an Institutional Investment Consultant, primarily working with Taft-Hartley plan sponsors. At his prior firm, his responsibilities included serving on the firm’s Board of Shareholders, Board of Managers, Executive Committee, and Investment Committee.

Prior to entering the Investment Industry, Mr. Lange spent 11 years with two regional banks. His responsibilities included running the Bank’s construction and mortgage lending departments, as well as responsibility for the retail branches. 

Mr. Lange is a graduate of the University of Texas at Austin with a BA in Economics (Major) and English (Minor). Mr. Lange also graduated from Louisiana State University with a degree from the Graduate School of Banking. 

Mr. Lange holds a Series 65 license.