Profile
Mr. Andrew T.
Lucich is a Director at Highmount Capital LLC.
Mr. Lucich joined Highmount Capital after serving for ten years as Chief Compliance & Operations and Risk Management Officer at two SEC registered Investment Advisors and an OCC charted Trust Company.
He has over twenty years of experience in the Brokerage, Investment Advisory, and Banking arenas.
Mr. Lucich is a Certified Fiduciary Investment Risk Specialist, a member of FIRMA and has passed the FINRA Series 66 exam.
Former positions of Andrew T. Lucich
| Companies | Position | End |
|---|---|---|
Capital Formation Group, Inc.
 Capital Formation Group, Inc. Investment ManagersFinance Based in Rochester, New York, Capital Formation Group, Inc. (CFG) is a private equity firm. | Corporate Officer/Principal | 29/11/2008 |
Family Capital Trust Co. (Investment Management)
 Family Capital Trust Co. (Investment Management) Investment ManagersFinance Family Capital Trust Co. (Investment Management) (Family Capital-IM) is the investment management division of Family Capital Trust Co., a private, nationally chartered corporate trustee headquartered in Peabody, Massachusetts. The firm was founded in 1999 by Robert Frey and Letitia Beauregard. Family Capital-IM manages family trusts and multi-generation wealth for individuals, families, institutions, and foundations. | Corporate Officer/Principal | 29/03/2006 |
Boston Advisors LLC
 Boston Advisors LLC Investment ManagersFinance Founded in 1982, Boston Advisors LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of Birdsong Capital LLC. They provide discretionary portfolio management services to individual and institutional clients. | Corporate Officer/Principal | 29/06/1996 |
Investors Bank & Trust Co.
 Investors Bank & Trust Co. Regional BanksFinance Investors Bank & Trust Co. provides financial services. It processes securities for mutual funds, investment advisors, banks, insurance companies and other asset managers. It has offices in the US, Canada, Ireland and the Cayman Islands. Investors Bank & Trust was founded in 1969 and is located in Boston, MA | Corporate Officer/Principal | - |
| Advest, Inc. | Corporate Officer/Principal | - |
Training of Andrew T. Lucich
| Suffolk University | Graduate Degree |
| University of Massachusetts Boston | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Highmount Capital LLC
 Highmount Capital LLC Investment ManagersFinance Founded in 2002 by Steven Hoch and Maarten van Hengel, Highmount Capital LLC is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Brown Advisory Management LLC. Highmount Capital provides investment advice to high net-worth families and/or related parties. | Finance |
Capital Formation Group, Inc.
Capital Formation Group, Inc. Investment ManagersFinance Based in Rochester, New York, Capital Formation Group, Inc. (CFG) is a private equity firm. | Finance |
Family Capital Trust Co. (Investment Management)
Family Capital Trust Co. (Investment Management) Investment ManagersFinance Family Capital Trust Co. (Investment Management) (Family Capital-IM) is the investment management division of Family Capital Trust Co., a private, nationally chartered corporate trustee headquartered in Peabody, Massachusetts. The firm was founded in 1999 by Robert Frey and Letitia Beauregard. Family Capital-IM manages family trusts and multi-generation wealth for individuals, families, institutions, and foundations. | Finance |
Boston Advisors LLC
Boston Advisors LLC Investment ManagersFinance Founded in 1982, Boston Advisors LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of Birdsong Capital LLC. They provide discretionary portfolio management services to individual and institutional clients. | Finance |
| Advest, Inc. | Finance |
Investors Bank & Trust Co.
Investors Bank & Trust Co. Regional BanksFinance Investors Bank & Trust Co. provides financial services. It processes securities for mutual funds, investment advisors, banks, insurance companies and other asset managers. It has offices in the US, Canada, Ireland and the Cayman Islands. Investors Bank & Trust was founded in 1969 and is located in Boston, MA | Finance |
- Stock Market
- Insiders
- Andrew T. Lucich
