![Lucas Juery](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mr. Lucas P.
Juery, CFA, is a Portfolio Manager at Swan Capital LLC.
He is responsible for the rebalancing of the portfolios.
His passion is to help clients with their custodian accounts and ensure that every portfolio is allocated properly.
He has a degree in finance from the University of West Florida.
He is also a CFA charterholder.
| Sociétés | Poste | Début |
|---|---|---|
Swan Capital LLC
 Swan Capital LLC Investment ManagersFinance Swan Capital’s focus is on helping clients develop and execute plans that are designed to build and preserve clients’ wealth. | Gestionnaire de Portefeuille-Actions | 10/05/2021 |
Actives
Inactives
Sociétés cotées
Entreprise privées
| Entreprise privées | 2 |
|---|---|
University of West Florida
 University of West Florida Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Swan Capital LLC
Swan Capital LLC Investment ManagersFinance Swan Capital’s focus is on helping clients develop and execute plans that are designed to build and preserve clients’ wealth. | Finance |
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