Andrew Lucich

Chief Compliance Officer at EQIS, a Freedom Advisors Company

Andrew Lucich has extensive experience in the field of compliance and risk management. Andrew currently serves as the Chief Compliance Officer at EQIS, a Freedom Advisors Company. Prior to this, they held the same role at 3D/L Capital Management.

Before joining 3D/L Capital Management, Lucich worked as a Compliance Officer at Brown Advisory. Andrew previously served as the Chief Compliance Officer at Highmount Capital, LLC, where they contributed their expertise from 2010 to 2015.

Lucich's earlier roles include Chief Compliance/Operations and Risk Management Officer at both Capital Formation Group and Family Capital Trust Co., NA. Andrew also worked as an Associate Managing Director in Trust & Fiduciary Management Services at Boston Advisors. Andrew'scareer began as a Research Associate/Registered Rep at Advest, Inc.

With a strong background in compliance and risk management, Lucich's experience spans multiple organizations over the years.

Andrew Lucich has a Bachelor of Science degree in Finance/Economics from UMass Boston. Andrew also pursued an MBA in Finance from Suffolk University - Sawyer Business School. However, the exact years of study or graduation dates are not provided.

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Timeline

  • Chief Compliance Officer

    August, 2022 - present

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