Lucas Winter

Lucas Winter is an experienced business intelligence and data analyst with a robust background in finance and analytics. Currently serving as the Business Intelligence Manager at CompStak® since November 2019, Lucas has also held roles as a Senior Data Analyst and Data Analyst within the same company. Prior experience includes a position as a Data Science Fellow at General Assembly, where practical training in data science was completed. Lucas has further expertise as a Transition Specialist at BNY Mellon | Pershing, focusing on operational setup for investment advisors, and as an Investment Research Associate at Cognetic Capital Advisors, emphasizing investment analysis and due diligence. Earlier roles include a Registered Client Associate at Westchester Wealth Management Group of Wells Fargo Advisors, a Finance Intern at WellStar Health System, and a Corporate Strategy Intern with Atlanta Falcons Physical Therapy Centers. Lucas holds a Bachelor of Arts in Economics from the University of Michigan and is a Certified Financial Planner™.