Vance has over 45 years of expertise in the financial services industry ranging from advanced estate and tax planning to venture capital financing. Prior to co-founding WPG in 2004, Vance founded a regional broker dealer and registered investment advisory firm in the 1970s. Vance’s firm was responsible for providing investor equity for several hotel, oil and gas partnerships, equipment leasing transactions and numerous real estate and venture capital programs. The firm ultimately grew to 69 licensed representatives before Vance sold the firm in 1988.
Vance is also co-founder and principle of Quantum Capital LLC, a FINRA member broker dealer. Quantum, formed in 2007, specializes in identifying and structuring alternative investment vehicles for high-net worth accredited investors.
In addition to WPG and Quantum Vance co founded CIC Management Ltd., a captive insurance management company. CIC Management forms and manages closely held insurance companies for operators seeking to access the alternative risk transfer space.
Vance also serves on the board of directors of 5 companies that he has been involved in creating as well as the advisory board of the Fellowship of Christian Athletes of the triangle region.