Lucas Doe

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Consumer Services

Finance

Profile

Lucas Doe worked as a Portfolio Manager at Heron Financial Group LLC.
He obtained an MBA from the University of Virginia Darden School of Business in 2004.
He also completed a graduate degree at the University of Virginia in the same year.

Former positions of Lucas Doe

Companies	Position	End
Heron Financial Group LLC Heron Financial Group LLC Investment ManagersFinance Wealthspire advises on, and/or invest in a variety of securities including but not limited to equities, corporate and municipal bonds, US treasuries, warrants, mutual funds (including exchange traded funds (ETFs)), and annuities, and recommend or utilize TPAs. The investment strategy for a specific client is based upon the objectives stated by the client during consultations.	Director of Research - Equity	-

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Linked companies

Private companies	3
University of Virginia University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Heron Financial Group LLC Heron Financial Group LLC Investment ManagersFinance Wealthspire advises on, and/or invest in a variety of securities including but not limited to equities, corporate and municipal bonds, US treasuries, warrants, mutual funds (including exchange traded funds (ETFs)), and annuities, and recommend or utilize TPAs. The investment strategy for a specific client is based upon the objectives stated by the client during consultations.	Finance
University of Virginia Darden School of Business University of Virginia Darden School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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