Fundraising Fox

Jay Lance

Investor

CFO & CCO at PeakSpan Capital Partners

Northern New Jersey

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.

Experience

  1. PeakSpan CapitalChief Financial Officer / CCOcurrent2021 — presentNew York, New York, United States
  2. PeakSpan CapitalSVP of Finance / CCO2021New York, New York, United States
  3. PeakSpan CapitalVice President / CCO2015 — 2021New York City Metropolitan Area
  4. Massive Automation TechnologiesBoard Advisor2017 — 2019Lewes, DE
  5. Sannino VineyardWine Educator/Cellar Rat2012 — 2019
  6. The Carlyle GroupGlobal Market Strategies2013 — 2015New York City Metropolitan Area
  7. EYFinancial Services Office2007 — 2013Greater New York City Area / Sao Paulo & Rio Brazil
  8. Bessemer Venture PartnersIntern2006New York City Metropolitan Area

Education

  1. Pace University - Lubin School of BusinessBBA, Public Accounting
  2. Pace University - Lubin School of BusinessMaster of Business Administration (M.B.A.), Financial Management and Public Accounting

Skills & more

  • Certified Financial Planner (CFP)CFP Board
  • Chartered Financial AnalystCFA Institute
  • Certified Public Accountant (CPA)The State of New York Education Department

From Jay's professional profile.

Same school

Shared employers

Colleagues at PeakSpan Capital Partners