Lance Helfert
Profile
Lance William Helfert was the founder of American Defense Systems, Inc. (founded in 2002) and West Coast Asset Management, Inc. (founded in 2000), where he held the titles of President, Director & Chief Compliance Officer.
He also held former positions as Director at the University of Southern California, Managing Director at Stone Canyon Venture Partners in 1999, Independent Director at EnerJex Resources, Inc., Director at Junior Achievement of Southern California, Director at Make-A-Wish Foundation of Greater Los Angeles, Portfolio Manager at Wilshire Advisors LLC, and Principal at M.
L.
Stern & Co. LLC.
Mr. Helfert received an undergraduate degree from Pepperdine University.
Former positions of Lance Helfert
| Companies | Position | End |
|---|---|---|
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Portfolio Manager-Equities | 31/10/2000 |
Stone Canyon Venture Partners
 Stone Canyon Venture Partners Investment ManagersFinance Stone Canyon Venture Partners (Stone Canyon Partners) is a venture capital firm founded in 2001. The firm is headquartered in Los Angeles, California. | Corporate Officer/Principal | 31/12/1999 |
| AMERICAN DEFENSE SYSTEMS, INC. | Founder | - |
| Junior Achievement of Southern California | Director/Board Member | - |
West Coast Asset Management, Inc.
 West Coast Asset Management, Inc. Investment ManagersFinance Founded in 2000 by Paul Orfalea and Lance Helfert, West Coast Asset Management Inc. is a registered investment advisor located in Montecito, California. They manage the West Coast Opportunity Fund LLC. | Founder | - |
Training of Lance Helfert
| Pepperdine University | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Listed companies | 1 |
|---|---|
| AMERICAN DEFENSE SYSTEMS, INC. | Electronic Technology |
| Private companies | 7 |
|---|---|
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Finance |
West Coast Asset Management, Inc.
West Coast Asset Management, Inc. Investment ManagersFinance Founded in 2000 by Paul Orfalea and Lance Helfert, West Coast Asset Management Inc. is a registered investment advisor located in Montecito, California. They manage the West Coast Opportunity Fund LLC. | Finance |
Stone Canyon Venture Partners
Stone Canyon Venture Partners Investment ManagersFinance Stone Canyon Venture Partners (Stone Canyon Partners) is a venture capital firm founded in 2001. The firm is headquartered in Los Angeles, California. | Finance |
EnerJex Resources, Inc.
 EnerJex Resources, Inc. Oil & Gas ProductionEnergy Minerals EnerJex Resources, Inc. is an exploration and production company, which engages in the acquisition and development of oil and natural gas properties. It focuses on Rocky Mountain and Mid-Continent regions of the United States, and operates the prolific hydrocarbon basins located in Colorado, Kansas, Nebraska, and Texas. The company was founded on August 2006 and is headquartered in San Antonio, TX. | Energy Minerals |
| Junior Achievement of Southern California | |
| Make-A-Wish Foundation of Greater Los Angeles | |
M. L. Stern & Co. LLC
 M. L. Stern & Co. LLC Investment ManagersFinance Founded in1980, M.L. Stern & Co. LLC is a registered investment adviser firm headquartered in Beverly Hills, California. The firm is a subsidiary of SWS Group, Inc. (NYSE: SWS). | Finance |
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