Lucas Lozano
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Lucas Lozano Email & Phone Number

Investment Analyst at Victory Capital
Location: San Antonio, Texas, United States 7 work roles 1 school
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Current company
Role
Investment Analyst
Location
San Antonio, Texas, United States
Company size

Who is Lucas Lozano? Overview

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Quick answer

Lucas Lozano is listed as Investment Analyst at Victory Capital, a company with 621 employees, based in San Antonio, Texas, United States. AeroLeads shows a matched LinkedIn profile for Lucas Lozano.

Lucas Lozano previously worked as Senior Client Management Associate at Captrust and Client Services Associate at Covenant. Lucas Lozano holds Bachelor Of Business Administration - Bba, Banking, Corporate, Finance, And Securities Law from University Of The Incarnate Word.

Company email context

Email format at Victory Capital

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Victory Capital

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Profile bio

About Lucas Lozano

Lucas Lozano is a Investment Analyst at Victory Capital. He possess expertise in financial analysis, portfolio management, research, project management, technical analysis and 17 more skills.

Listed skills include Financial Analysis, Portfolio Management, Research, Project Management, and 18 others.

Current workplace

Lucas Lozano's current company

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Victory Capital
Victory Capital
Investment Analyst
San Antonio, TX, US
Employees
621
AeroLeads page
7 roles

Lucas Lozano work experience

A career timeline built from the work history available for this profile.

Senior Client Management Associate

Current
Sep 2021 - Present

Client Services Associate

Covenant

San Antonio, Texas, United States

Apr 2021 - Sep 2021

Separately Managed Accounts Analyst

San Antonio, Texas

- Provide trade support by constructing, sending trade blocks and trade controls- Review incoming dual contracts, gather all requirements to open new accounts- Work with Equity Trading team to construct model updates and transmitted updates to sponsors- Perform daily control functions to ensure account and model compliance- Help deliver settlement.

May 2019 - Apr 2021

Fund Manager

San Antonio, Texas Area

I was part of the third and fourth group ever to manage the H-E-B School of Business Investment Fund. As fund managers, we are tasked with upholding the investment philosophy and to monitor all aspects of the investment process. We were responsible for asset allocation, quantitative analysis, monitor and reporting and the execution of trades. We became.

Jan 2018 - Dec 2018

Event Incubator Participant

San Antonio, Texas Area

Participant in incubator to develop an event proposal for Bexar County and Freeman Coliseum Committee. Proposals were for events to be held at the Freeman Coliseum and the surrounding grounds. Presentations were done May 2018.Responsibilities included:-Event Planning & Marketing-Conduct an Industry/Competition Analysis-Attendance Forecasting-Develop.

Jan 2018 - May 2018
Team & coworkers

Colleagues at Victory Capital

Other employees you can reach at captrustadvisors.com. View company contacts for 621 employees →

1 education record

Lucas Lozano education

FAQ

Frequently asked questions about Lucas Lozano

Quick answers generated from the profile data available on this page.

What company does Lucas Lozano work for?

Lucas Lozano works for Victory Capital.

What is Lucas Lozano's role at Victory Capital?

Lucas Lozano is listed as Investment Analyst at Victory Capital.

Where is Lucas Lozano based?

Lucas Lozano is based in San Antonio, Texas, United States while working with Victory Capital.

What companies has Lucas Lozano worked for?

Lucas Lozano has worked for Victory Capital, Captrust, Covenant, Alliancebernstein, and Alamo Drafthouse Cinema.

Who are Lucas Lozano's colleagues at Victory Capital?

Lucas Lozano's colleagues at Victory Capital include Jennifer Hilmes, Daniel Dysinger, John Zick, Aif®, Cpfa, Lilly Fox, and Sherry Thiltgen.

How can I contact Lucas Lozano?

You can use AeroLeads to view verified contact signals for Lucas Lozano at Victory Capital, including work email, phone, and LinkedIn data when available.

What schools did Lucas Lozano attend?

Lucas Lozano holds Bachelor Of Business Administration - Bba, Banking, Corporate, Finance, And Securities Law from University Of The Incarnate Word.

What skills is Lucas Lozano known for?

Lucas Lozano is listed with skills including Financial Analysis, Portfolio Management, Research, Project Management, Technical Analysis, Asset Allocation, Account Reconciliation, and Investments.

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