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Lance Antony, MBA
Managing Director - Investments
PIM Portfolio Manager
Financial Advisor
For more than two decades, Lance Antony has been the steady hand clients turn to when the stakes are high and the path forward isn’t obvious. With 24+ years of experience guiding families and entrepreneurs through pivotal financial moments, he has built a practice defined by one principle: trust, earned through clarity, discipline, and results that stand the test of time.
Lance’s approach is rigorous and deeply personal. He partners with high-net-worth individuals, multi-generational families, and business owners to craft investment strategies as distinctive as the people behind them — combining sharp risk management, thoughtful portfolio construction, and comprehensive planning that anticipates life’s pivots, not just the market’s. He specializes in serving high-net-worth individuals, including divorced billionaires.
His work has not gone unnoticed. Lance has been a member of the prestigious Wells Fargo Advisors Platinum Council since 2022, recognized as a Forbes Top Next-Generation Wealth Advisor every year from 2017 through 2021, and named a Forbes Best-In-State Wealth Advisor in 2024, 2025, and 2026. As a leader of the Kotin & Antony Financial Consulting Group of Wells Fargo Advisors, he helped earn the team Forbes Best-In-State Wealth Management Team honors four years running — 2023, 2024, 2025, and 2026.
A lifelong Long Islander and proud first-generation Indian American, Lance credits his drive to the values instilled by his family and community. He lives with his wife, Jensy, and their three children, and channels that same energy into giving back — supporting Helping Hands of Kerala and contributing to the Seton Hall Stillman School of Business Executive Education Program. When he’s not working or with family, you’ll find him pushing his limits at the CrossFit box. Disclosures
Licensing and Disclosures
CA Insurance License Number 0G52926 | Resident State: (NY)
This information is intended for use only by residents of AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, MA, MD, MI, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, and WA.
Forbes Best-In-State Wealth Management Teams2026 Forbes Best-In-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the 3/31/24 – 3/31/25 period. 2025 Forbes Best-In-State Wealth Management Teams: Awarded January 2025; Data compiled based on the 3/31/23 – 3/31/24 period. 2024 Forbes Best-In-State Wealth Management Teams: Awarded January 2024; Data compiled based on the 3/31/22 – 3/31/23 period. 2023 Forbes Best-In-State Wealth Management Teams: Awarded January 2023; Data compiled based on the 3/31/21 – 3/31/22 period. Source: Forbes.com. The Forbes Best-In-State Wealth Management Teams rating algorithm is based on previous year’s industry experience, interviews, compliance records, assets under management (minimum variable by state), revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. For 2026, 12,787 wealth management teams were considered for the rating; 6149 (48% of candidates) were named 2026 Forbes Best-In-State Wealth Management Teams. Form 2025, 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
[PM]-
Certificates
MBA
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