Lucas Pelner

Lucas Pelner is an accomplished finance professional currently serving as an Associate at Chartwell Financial Advisory since July 2020, where previous titles included Senior Analyst and Analyst. Prior experience includes a role as a Portfolio Monitoring Analyst Intern at U.S. Bank, where Lucas supported corporate and commercial banking activities, prepared financial reports, and developed analytical skills. Earlier, as a Financial Planning & Analysis Intern at CSM Corporation, Lucas contributed to enhancing management decision-making through reporting and analysis. Lucas holds a Bachelor of Science degree in Finance with a minor in Accounting from the University of Minnesota - Carlson School of Management, obtained in 2020.