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Lance Stafford works closely with tax professionals and other financial advisors to provide tax planning & mitigation solutions for high-net-worth investors, family offices and corporate taxpayers. Mr. Stafford brings over 20 years of capital markets experience to The Strategic Group after managing the equity sales & trading operation in the Southeast for several investment banking firms and subsequently advising high-net-worth investors at two prominent wealth management firms in Atlanta. A CFA charter holder, Mr. Stafford graduated from Emory University with a degree in economics and earned an MBA from the University of Texas McCombs School of Business. He currently serves as Chairman of the Board at Hillside, Inc. and is a member of the Piedmont Driving Club and the Ansley Golf Club.
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