Lucas Doe
Portfolio Manager & Director of Research at Heron Wealth dba Wealthspire Advisors | New York, New York, United States
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Portfolio Manager & Director of Research at Heron Wealth dba Wealthspire Advisors in October 2010 to Present
Portfolio Manager & Director of Research at Wealthspire Advisors in October 2010 to Present
Finance Chair, CFO & Board Member at ACADEMIC LEADERSHIP CHARTER SCHOOL in October 2015 to March 2023
Founder & Chairman at Kayayo® in January 2015 to March 2018
Associate, Investment Banking at Grandwood Securities LLC in November 2008 to October 2010
Analyst, Finance at FairPoint Communications in October 2006 to October 2008
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University of Virginia Darden School of Business, Master of Business Administration - MBA
University of Virginia School of Engineering, Masters in Electrical Engineering
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Team Leadership
Financial Services
Business Process Improvement
Financial Reporting
Financial Accounting
Mutual Funds
Financial Advisory
Analytical Skills
Banking
Finance
Business Analysis
Project Management
Investment Management
Capital Markets
Valuation
Investment Banking
Due Diligence
Corporate Finance
Mergers & Acquisitions (M&A)
Microsoft Office
Asset Management
Trading
Equity Research
Venture Capital
Financial Markets
Financial Analysis
Private Equity
Financial Modeling
Portfolio Management
Eclipse
Orion
Bloomberg
Hedge Funds
Asset Allocation
Investments
Equities
Fixed Income
Wealth Management, Capital Market & Economic Foresight
Security Research, Asset Allocation & Portfolio Construction
Business Valuation, Financial Modeling, M&A Due Diligence, and Java Programming
Wealth Management
Financial Planning
Client Relationship Management
Java programming
Portfolio Construction & Rebalancing
Capital Market & Economic Foresight
Negotiating Term Sheets, Covenants and Credit Agreements
Business Valuation & Financial Modeling
Drafting Private Placement and Confidential Information Memoranda
Microsoft Excel
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What is Lucas Doe email address?
Email Lucas Doe at [email protected] and [email protected]. This email is the most updated Lucas Doe's email found in 2026.
What is Lucas Doe phone number?
Lucas Doe phone number is 347-580-5282 and +16179994845.
How to contact Lucas Doe?
To contact Lucas Doe send an email to [email protected] or [email protected]. If you want to call Lucas Doe try calling on 347-580-5282 and +16179994845. (updated on January 07, 2025)
What company does Lucas Doe work for?
Lucas Doe works for Heron Wealth dba Wealthspire Advisors
What is Lucas Doe's role at Heron Wealth dba Wealthspire Advisors?
Lucas Doe is Portfolio Manager & Director of Research
What industry does Lucas Doe work in?
Lucas Doe works in the Investment Management industry.
Lucas Doe Email Addresses
Lucas Doe Phone Numbers
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