Gregory B. Lugosi
Profile
Gregory B.
Lugosi worked as a Vice President & Fixed Income Portfolio Manager at HighMark Capital Management, Inc. He also worked as a Principal at Union Capital Associates LP, Petra Financial Advisors, Inc., and Planned Asset Management, Inc. Lugosi received an undergraduate degree from Woodbury University.
Former positions of Gregory B. Lugosi
| Companies | Position | End |
|---|---|---|
Petra Financial Advisors, Inc.
 Petra Financial Advisors, Inc. Investment ManagersFinance Petra Financial Advisors, Inc. provides investment advice. The private company is based in Colorado Springs, CO. | Corporate Officer/Principal | - |
Union Capital Associates LP
 Union Capital Associates LP Investment ManagersFinance Union Capital Associates LP (Union Capital) is a private equity firm founded in 1968 by James C. Marlas. The firm is headquartered in Greenwich, Connecticut. | Corporate Officer/Principal | - |
Planned Asset Management, Inc.
 Planned Asset Management, Inc. Investment ManagersFinance Planned Asset Management, Inc. provides investment advice. The private company is based in Calabasas, CA. | Corporate Officer/Principal | - |
HighMark Capital Management, Inc.
 HighMark Capital Management, Inc. Investment ManagersFinance HighMark Capital Management, Inc. (HighMark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1919 and is a wholly-owned subsidiary of MUFG Union Bank NA, ultimately held by Mitsubishi UFJ Financial Group, Inc. (NYSE: MY, TYO: 8306), a Japan-based financial institution. HighMark provides investment advice to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities, corporate employee benefit plans, public agencies, foundations and endowments, Taft-Hartley plans, hospital and religious organizations, and treasury departments. | Portfolio Manager-Fixed Income | - |
Training of Gregory B. Lugosi
| Woodbury University | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 4 |
|---|---|
HighMark Capital Management, Inc.
HighMark Capital Management, Inc. Investment ManagersFinance HighMark Capital Management, Inc. (HighMark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1919 and is a wholly-owned subsidiary of MUFG Union Bank NA, ultimately held by Mitsubishi UFJ Financial Group, Inc. (NYSE: MY, TYO: 8306), a Japan-based financial institution. HighMark provides investment advice to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities, corporate employee benefit plans, public agencies, foundations and endowments, Taft-Hartley plans, hospital and religious organizations, and treasury departments. | Finance |
Union Capital Associates LP
Union Capital Associates LP Investment ManagersFinance Union Capital Associates LP (Union Capital) is a private equity firm founded in 1968 by James C. Marlas. The firm is headquartered in Greenwich, Connecticut. | Finance |
Petra Financial Advisors, Inc.
Petra Financial Advisors, Inc. Investment ManagersFinance Petra Financial Advisors, Inc. provides investment advice. The private company is based in Colorado Springs, CO. | Finance |
Planned Asset Management, Inc.
Planned Asset Management, Inc. Investment ManagersFinance Planned Asset Management, Inc. provides investment advice. The private company is based in Calabasas, CA. | Finance |
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