Managing Director, Director of Relationship Management, Partner
J. Lance Lahourcade joined the firm in July 2004 as Senior Investment Advisor. He brings a background of nearly thirty years of investment experience to South Texas Money Management, Ltd.
A San Antonio native, Mr. Lahourcade was senior managing director and investment committee member with a registered investment advisor firm headquartered in New York. As a portfolio manager, he structured client portfolios, coordinated stock selections and conducted research, market analysis and trading.
Earlier in his career, he was president of Duncan-Smith Securities, a broker-dealer/investment banking firm. As the firm’s general securities principal, he had day-to-day management responsibilities, and supervised operations, trading and client services. He was also the financial operations principal and the municipal securities principal.
During seven years at Asset Advisory Group, Inc., a registered investment firm which he founded, Mr. Lahourcade worked with outside managers to allocate client portfolios across growth and value investments.
Mr. Lahourcade has a B.A. degree in economics from Trinity University and he has held numerous professional securities registrations and licenses. In addition, he has completed executive education courses at Rice University’s Jones Graduate School.
He has served on a number of community service boards and committees. Recently, he co-chaired the University of Texas at Austin Parents Association advisory board and currently continues to serve on their board.