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Joined 2018

Lance Stephens*

Senior Vice President, Business Development

Lance joined FPA in 2018. He primarily focuses on Business Development initiatives for FPA Funds and strategies in the advisory and broker/dealer channels in the Midwest. Prior to joining FPA, Lance was Vice President – Midwest Sales Director at First Eagle Investment Management from 2006 to 2017. Prior to First Eagle, Lance worked for the MTB Funds and Calamos Asset Management helping to lead distribution efforts at both firms. Lance earned a Bachelor’s degree in Marketing & Finance from Augustana College and holds a CFP designation.

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Investments, including investments in mutual funds, carry risks and investors may lose principal value. The information included in this website is based on the assumptions and analysis made and believed to be reasonable by FPA. However, no assurance can be given that FPA’s opinions or expectations will be correct. The information included herein is intended for informational purposes only and should be not considered a recommendation or solicitation to purchase securities. Past performance is no guarantee of future results.

The FPA open-end mutual funds and ETFs are distributed by Distribution Services, LLC. 190 Middle Street, Suite 301, Portland, ME 04101. Distribution Services, LLC and FPA are not affiliated.

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