![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>)
Profile
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.
Lucas Juery active positions
| Companies | Position | Start |
|---|---|---|
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. | Portfolio Manager-Equities | 10/05/2021 |
Training of Lucas Juery
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
3
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
- Stock Market
- Insiders
- Lucas Juery
