Lucas Johnson, Cfa Email & Phone Number
@icapitalnetwork.com
LinkedIn matched
Who is Lucas Johnson, Cfa? Overview
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Lucas Johnson, Cfa is listed as VP, Due Diligence at Bluerock at Bluerock, a company with 111 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at icapitalnetwork.com and a matched LinkedIn profile for Lucas Johnson, Cfa.
Lucas Johnson, Cfa previously worked as VP, Due Diligence at Bluerock and Product Manager, Research and Diligence at Icapital. Lucas Johnson, Cfa holds Bachelor Of Arts (B.A.), Accounting & Economics (Duel Major), 3.83 from Western Colorado University.
Email format at Bluerock
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AeroLeads found 1 current-domain work email signal for Lucas Johnson, Cfa. Compare company email patterns before reaching out.
About Lucas Johnson, Cfa
Lucas Johnson, Cfa is a VP, Due Diligence at Bluerock at Bluerock. He possess expertise in financial analysis, mutual funds, microsoft excel, alternative investments, financial accounting and 14 more skills. Colleagues describe him as "Lucas is an adaptable, client-centric analyst. I was part of the team that decided to hire Lucas in 2013 and have been his manager since then. He hit the ground running and has been able take on every unfamiliar project we threw at him, always with the client’s best interest in mind. Moreover, he is able to effectively tailor his communication to the target audience, whether it be a verbal discussion with senior management, or a written communication for clients. NPH is shutting down… Show more"
Listed skills include Financial Analysis, Mutual Funds, Microsoft Excel, Alternative Investments, and 15 others.
Lucas Johnson, Cfa's current company
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Lucas Johnson, Cfa work experience
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Product Manager, Research And Diligence
Liquid Alternative Research
- Responsible for the design, implementation, and continuous improvement of the alternative mutual fund platform including investment research, data management, and education content.- Coordinated with the Business Development, Sales, and Software Engineering teams to build a best in class product that expanded platform coverage by 33%. - Performed.
Due Diligence Analyst
Responsibilities:- Conducted qualitative and quantitative due diligence on a broad set of investments including mutual funds, exchange traded funds (ETFs), insurance products, third-party asset management platforms, and alternatives. - Due Diligence reviews included and in-depth analysis of organizational structures; firm histories (including regulatory).
Jr. Due Diligence Analyst
Investment Associate
Responsibilities: - Evaluated client portfolios performing comprehensive analysis comparing current investment allocations to portfolio models constructed specifically for clients based on current market conditions and risk tolerances. - Generated documents for investment proposals, participated in client meetings, and executed purchase and divestiture.
Colleagues at Bluerock
Other employees you can reach at bluerockre.com. View company contacts for 111 employees →
Dave Zieniewicz
Colleague at Bluerock
Novi, Michigan, United States, United States
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TC
Troy Custer
Colleague at Bluerock
Boise, Idaho, United States, United States
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JK
James Knox, Cpa
Colleague at Bluerock
Detroit Metropolitan Area, United States
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Tom Lobello
Colleague at Bluerock
Staten Island, New York, United States, United States
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WB
Wendy Barnabei
Colleague at Bluerock
Birmingham, Michigan, United States, United States
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JD
Jennifer Donegan
Colleague at Bluerock
Detroit Metropolitan Area, United States
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JL
Jennifer L.
Colleague at Bluerock
Eustis, Florida, United States, United States
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SM
Scott Mccaffrey
Colleague at Bluerock
Allen Park, Michigan, United States, United States
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KW
Katie Wright
Colleague at Bluerock
Northville, Michigan, United States, United States
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MM
Michael M.
Colleague at Bluerock
New York, New York, United States, United States
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Lucas Johnson, Cfa education
Frequently asked questions about Lucas Johnson, Cfa
Quick answers generated from the profile data available on this page.
What company does Lucas Johnson, Cfa work for?
Lucas Johnson, Cfa works for Bluerock.
What is Lucas Johnson, Cfa's role at Bluerock?
Lucas Johnson, Cfa is listed as VP, Due Diligence at Bluerock at Bluerock.
What is Lucas Johnson, Cfa's email address?
AeroLeads has found 1 work email signal at @icapitalnetwork.com for Lucas Johnson, Cfa at Bluerock.
Where is Lucas Johnson, Cfa based?
Lucas Johnson, Cfa is based in Denver, Colorado, United States while working with Bluerock.
What companies has Lucas Johnson, Cfa worked for?
Lucas Johnson, Cfa has worked for Bluerock, Icapital, Ai Insight By Icapital, National Planning Holdings (Nph), and Raymond James.
Who are Lucas Johnson, Cfa's colleagues at Bluerock?
Lucas Johnson, Cfa's colleagues at Bluerock include Dave Zieniewicz, Troy Custer, James Knox, Cpa, Tom Lobello, and Wendy Barnabei.
How can I contact Lucas Johnson, Cfa?
You can use AeroLeads to view verified contact signals for Lucas Johnson, Cfa at Bluerock, including work email, phone, and LinkedIn data when available.
What schools did Lucas Johnson, Cfa attend?
Lucas Johnson, Cfa holds Bachelor Of Arts (B.A.), Accounting & Economics (Duel Major), 3.83 from Western Colorado University.
What skills is Lucas Johnson, Cfa known for?
Lucas Johnson, Cfa is listed with skills including Financial Analysis, Mutual Funds, Microsoft Excel, Alternative Investments, Financial Accounting, Due Diligence, Investment Advisory, and Microsoft Word.
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