Great Gray Trust Company
Lucas Brickley has held various roles in operations and finance, starting as an Assistant to the Operations Manager at Lacas Coffee Company. Lucas later worked as an Operations Support role at the School District of Philadelphia before moving on to Mission Critical Partners, Inc as Operations and IT Support. Lucas then transitioned to BNY Mellon as a Conversion Specialist and NAV Ops Investment Accountant before becoming a Vice President at Wilmington Trust and currently at Great Gray Trust Company. Lucas holds a Bachelor of Science in Economics, Finance and Business Administration from Drexel University's LeBow College of Business and a Master of Arts in Economics from the University of Missouri-Columbia.
Great Gray Trust Company
Great Gray is a leader in the collective investment trust (CIT) market with over $143 billion in collective investment fund assets, across funds managed by 70+ sub-advisors and maintains trading agreements with 40 trading platforms that access 200+ recordkeepers as of 9/30/23. We offer CITs across platforms representing most investment style categories including target-date and hard-asset funds. CITs are listed on NASDAQ and are valued daily; in fact, our President & CEO, Rob Barnett, was the first to enhance CIT transparency by listing 625+ searchable tickers through the Nasdaq Fund Network (NFN). Our legacy originated with Great Gray's predecessor (Wilmington Trust), a venerable institution steeped in fiduciary heritage. This foundation enabled us to be laser-focused on the future of CITs, while delivering industry-leading solutions and service as Great Gray. Innovation drives us. While fiduciary strength and expertise is in our DNA, it is our technological strength and innovative thinking that differentiates us from the rest. We take pride in being pioneers in the industry showcasing first-of-its-kind technological advances, such as boardingpass™, an innovative solution for streamlining CIT onboarding. Great Gray is focused on taking a modernized and fresh approach to developing innovative solutions for our clients that drive results. In fact, the great gray owl itself was meticulously selected to align with our organization — resilient, powerful, stable, decisive, a bit enigmatic, and a stronghold in the wild.