A culture forged by the past.
A philosophy aligned in the present.
Poised for a prosperous future.

Our Team

Lance Baker, CFA, CPA

Chief Financial Officer

Lance Baker joined PPB Capital Partners as Chief Financial Officer in 2019. He has more than 20 years of industry experience in fund structuring, operations, investment management, financial reporting, treasury functions and investor relations. Lance is a vital member of PPB’s leadership team as the firm continues its growth pattern.

He is the former Chief Financial Officer of Hatteras Funds, having played an integral role in raising, managing and distributing more than $6 billion in assets across two highly successful, and innovative, investment platforms. Prior to joining Hatteras Funds, Lance was vice president of operations at Smith Breeden Associates, and a manager at the accounting firm, BDO.

Lance resides in Chapel Hill, N.C., with his family. He enjoys trivia contests, reading biographies and U.S. history books. He is an avid North Carolina basketball fan and enjoys spending his time caddying for his sons in junior golf tournaments and serves as the assistant golf coach at East Chapel High School. Lance is a graduate of the University of North Carolina at Chapel Hill, with a Bachelor’s Degree in Business Administration and a Master’s Degree in Accounting. He also holds both the CFA charter and CPA license.

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*Assets under advisement refer to commitments confirmed on our platform. Given the lifespan of the investments, assets do roll off.