Company Overview

Meet the Team

Lance Roberts
Partner

Mr. Roberts founded the CIFmarketplace with over 35 years of experience in the retirement industry. Most recently, he was a principal in Advisors Capital Resource, which was a pioneer in the development and distribution of collective investment funds in support of managed portfolios for self-directed retirement programs. Previously, he owned and operated one of the largest pension administration firm in New England, where he was the author of influential White Papers, most notably ”TPA Survival in the Retirement Industry.” Mr. Roberts attended Dartmouth College and the Kellogg School of Business - Northwestern University for degrees in business and government.



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