James Lucania

Director of Finance/CFO at HEALTHEQUITY, INC.

Net worth: 9 M $ as of 29/06/2026

47 year

34 connections

Finance

Consumer Services

Electronic Technology

Profile

James M.
Lucania is Chief Financial Officer & Executive Vice President at HealthEquity, Inc. since 2023.
Formerly, Mr. Lucania was Chief Financial Officer & Senior Vice President at Checkpoint Systems, Inc. from 2015 to 2016, Analyst at Dresdner Kleinwort & Wasserstein, Inc. from 2001 to 2002, Associate at Miller Buckfire & Co. LLC, and Associate Director at Levine Leichtman Capital Partners, Inc. Education includes undergraduate degrees from The College of Arts & Sciences and The Wharton School of the University of Pennsylvania, and an MBA from UCLA Anderson School of Management.

Known holdings in public companies

Company	Date	Number of shares	Valuation	Valuation date
HEALTHEQUITY INC 0.13%	07/07/2026	104,617 ( 0.13% )	9 M $	29/06/2026

James Lucania active positions

Companies	Position	Start
HEALTHEQUITY, INC.	Director of Finance/CFO	30/07/2023

All active positions of James Lucania

Former positions of James Lucania

Companies	Position	End
CHECKPOINT SYSTEMS, INC.	Director of Finance/CFO	12/05/2016
Miller Buckfire & Co. LLC Miller Buckfire & Co. LLC Investment ManagersFinance Provides restructuring advisory services	Corporate Officer/Principal	30/12/2006
Dresdner Kleinwort & Wasserstein, Inc. Dresdner Kleinwort & Wasserstein, Inc. Investment ManagersFinance Provides financial restructuring services	Corporate Officer/Principal	30/12/2002
Levine Leichtman Capital Partners, Inc. Levine Leichtman Capital Partners, Inc. Investment ManagersFinance Levine Leichtman Capital Partners invests in lower and middle market companies located in the United States with revenues of less than USD 50 million for lower market, revenues of USD 50 - 250 million for middle market and Europe with revenues of less than EUR 25 million. The fund focuses on companies with operations in the fields of business services, education & training, franchising & multi unit and engineered products sectors. It provides financing in the form of debt & equity for acquisitions and growth capital requirements. The fund acquires majority controlling positions.	Corporate Officer/Principal	-

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Training of James Lucania

Experiences
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Private companies

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Linked companies

Private companies	8
Checkpoint Systems, Inc. Checkpoint Systems, Inc. Electronic Production EquipmentElectronic Technology Manufactures RFID systems	Electronic Technology
Miller Buckfire & Co. LLC Miller Buckfire & Co. LLC Investment ManagersFinance Provides restructuring advisory services	Finance
HealthEquity, Inc. HealthEquity, Inc. Investment ManagersFinance Provides range of solutions for managing health care accounts	Finance
Dresdner Kleinwort & Wasserstein, Inc. Dresdner Kleinwort & Wasserstein, Inc. Investment ManagersFinance Provides financial restructuring services	Finance
Levine Leichtman Capital Partners, Inc. Levine Leichtman Capital Partners, Inc. Investment ManagersFinance Levine Leichtman Capital Partners invests in lower and middle market companies located in the United States with revenues of less than USD 50 million for lower market, revenues of USD 50 - 250 million for middle market and Europe with revenues of less than EUR 25 million. The fund focuses on companies with operations in the fields of business services, education & training, franchising & multi unit and engineered products sectors. It provides financing in the form of debt & equity for acquisitions and growth capital requirements. The fund acquires majority controlling positions.	Finance
The Wharton School of the University of Pennsylvania The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
UCLA Anderson School of Management UCLA Anderson School of Management Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The College of Arts & Sciences The College of Arts & Sciences Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services