Lance Oman
Client Portfolio Manager – West
Lance is part of Origin’s Private Wealth Solutions team, where he is responsible for capital raising with the firm’s Private Real Estate offerings and developing strategic partnerships with Registered Investment Advisers (RIAs) and family offices.
Previously, Lance served as the Regional Investment Consultant with T.Rowe Price supporting RIAs and Bank Trusts in the Pacific Northwest region. Lance has accumulated over 20 years of experience supporting RIAs in the West region while working for Charles Schwab, Fidelity, and WisdomTree.
Lance lives in the San Francisco Bay Area with his wife. He enjoys cycling, running, and the occasional weekend trip to Napa for wine tasting. He holds a Bachelor of Science in Business Administration from California State University, Fresno and is a CFA® charterholder.
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