Lucas Lozano

Lucas Lozano has a diverse work experience in various industries. Lucas is currently working as a Senior Client Management Associate at CAPTRUST. Prior to that, they worked as a Client Services Associate at Covenant. Lucas also gained experience as a Separately Managed Accounts Analyst at AllianceBernstein.

In the past, Lucas worked as a Shift Lead and Server at Alamo Drafthouse Cinema from 2013 to 2020. Lucas also served as a Fund Manager at the University of the Incarnate Word, where they were responsible for asset allocation, quantitative analysis, monitoring and reporting, and trade execution. Additionally, they participated in an event incubator at Freeman Coliseum, where they developed event proposals for Bexar County and Freeman Coliseum Committee.

Lucas Lozano attended the University of the Incarnate Word from 2014 to 2018, where they earned a Bachelor of Business Administration (BBA) degree with a focus on Finance and Banking. In September 2019, they obtained certification as a Certified Mutual Fund Specialist from the Boston Institute of Finance. Additionally, in February 2018, they earned a certification in Bloomberg Market Concepts from Bloomberg LP.