Lucas Doe, portfolio manager
Lucas researches investments in stocks, bonds, mutual funds and exchange trade funds on behalf of clients, and performs trading and rebalancing of portfolios.
Lucas received a Master’s in Electrical Engineering from the University of Virginia and an MBA in Finance from Darden Graduate School of Business at the University of Virginia. He holds the Chartered Financial Analyst (CFA) designation.
Lucas was previously associated with Grantwood Securities in investment banking and with Fairpoint Communications as a financial analyst.
Lucas enjoys a weekly soccer game with friends. He plays competitive scrabble and was ranked third in his home country of Ghana.
LucasDoe@HeronWealth.com
Direct: 347 580-5282