Client and Corporate Services

Biography

Lucas is an Associate in the Louisville office. His day-to-day responsibilities include researching and reporting daily market conditions, implementing clients’ portfolio allocations, and reporting and fixing any errors that may occur in various systems.

Education

  • Bachelor of Science in Business Administration from the University of Louisville
  • Bachelor of Science in Business Economics from the University of Louisville

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.