About
Jay Lance oversees financial operations, compliance, legal, tax planning, and structuring for PeakSpan Capital and its investment funds, and has worked in private assets since 2006. He previously worked at The Carlyle Group in its Global Market Strategies segment focusing on distressed and mezzanine debt strategies, and before that at Ernst & Young LLP in the asset management practice. He is a CPA in New York, a CFA charterholder, and a Certified Financial Planner, and holds MBAs in Accounting and Financial Management and a BBA in Accounting from Pace University.
Contact· self-published, not guessed
Experience
- PeakSpan CapitalChief Financial Officer / CCOcurrent2021 — presentNew York, New York, United States
- PeakSpan CapitalSVP of Finance / CCO2021New York, New York, United States
- PeakSpan CapitalVice President / CCO2015 — 2021New York City Metropolitan Area
- Massive Automation TechnologiesBoard Advisor2017 — 2019Lewes, DE
- Sannino VineyardWine Educator/Cellar Rat2012 — 2019
- The Carlyle GroupGlobal Market Strategies2013 — 2015New York City Metropolitan Area
- EYFinancial Services Office2007 — 2013Greater New York City Area / Sao Paulo & Rio Brazil
- Bessemer Venture PartnersIntern2006New York City Metropolitan Area
Skills & more
- Certified Financial Planner (CFP) — CFP Board
- Chartered Financial Analyst — CFA Institute
- Certified Public Accountant (CPA) — The State of New York Education Department
From Jay's professional profile.
Colleagues at PeakSpan Capital Partners
Alex Page
Executive Assistant at PeakSpan Capital Partners
Alexis Johnson
Office Manager at PeakSpan Capital Partners
Andrew Bartusiak
Senior Associate at PeakSpan Capital Partners
Brooks Reed
Analyst at PeakSpan Capital Partners
Cassie Alexe
Associate at PeakSpan Capital Partners
Celia Smith
Associate at PeakSpan Capital Partners
Charlie Reinkemeyer
Associate at PeakSpan Capital Partners
Chase Goree
Senior Associate at PeakSpan Capital Partners
Frequently asked questions
- Who is Jay Lance?
- Jay Lance oversees financial operations, compliance, legal, tax planning, and structuring for PeakSpan Capital and its investment funds, and has worked in private assets since 2006. He previously worked at The Carlyle Group in its Global Market Strategies segment focusing on distressed and mezzanine debt strategies, and before that at Ernst & Young LLP in the asset management practice. He is a CPA in New York, a CFA charterholder, and a Certified Financial Planner, and holds MBAs in Accounting and Financial Management and a BBA in Accounting from Pace University.
- Where does Jay Lance work?
- Jay Lance is CFO & CCO at PeakSpan Capital Partners.
- Where did Jay Lance go to school?
- Jay Lance studied at Pace University - Lubin School of Business (BBA, Public Accounting); Pace University - Lubin School of Business (Master of Business Administration (M.B.A.), Financial Management and Public Accounting).
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