Team
Team
Operators and allocators with three decades across private wealth and capital markets.
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Founder
Lance White founded Blue Horseshoe Capital to give its investors the same access to exceptional private companies that he has spent his career sourcing for private clients. He is a Managing Director at NewEdge Wealth in New Albany, Ohio, where he advises ultra-high-net-worth executives, entrepreneurs, and families on investment strategy and growth opportunities. He works in close coordination with each client's trust-and-estate, tax, and corporate counsel so that no decision is made in isolation.
His career started at Morgan Stanley, where he worked as a financial advisor. He holds a B.A. in Economics and International Business from The Ohio State University and is the founder of New Albany Scholars, established in 2010 to support students in his community. He is based in New Albany and divides his time between Ohio and Florida.
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Title TBD
Shane Moran brings due diligence and portfolio analysis to Blue Horseshoe Capital, examining each opportunity on its own merits and on how it fits within an investor's broader holdings. He is a Vice President at NewEdge Wealth, where he leads due diligence on discretionary portfolios and the analysis of client portfolios.
His career started at Huntington Investments and continued with several years at UBS; he moved to Morgan Stanley with his team in 2019 and joined NewEdge from there. A graduate of Wittenberg University with a B.S. in Finance, he and his wife are raising three children in New Albany.
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Candice White
Title TBD
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Ritch
Title TBD
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Evan
Title TBD