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Jonathan Lucas
Profile
Mr. Jonathan Lucas is a Director-Technology Services at Signature Financial Management, Inc. Mr. Lucas was previously employed as Client Service Manager by Capital Consulting & Asset Management, Inc.
Former positions of Jonathan Lucas
Companies | Position | End |
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Capital Consulting & Asset Management, Inc.
![]() Capital Consulting & Asset Management, Inc. Investment ManagersFinance Capital Consulting & Asset Management, Inc. provides investment advisory and consulting services. The private company is based in Lincoln, NE. Securities are offered through Geneos Wealth Management, Inc., a member of FINRA/SIPC. | Corporate Officer/Principal | - |
Signature Financial Management, Inc.
![]() Signature Financial Management, Inc. Investment ManagersFinance Signature Financial Management, Inc. (dba Brown Advisory) is a SEC-registered asset management firm headquartered in Norfolk, Virginia. The firm was founded by Susan Colpitts in 1994 and is a wholly owned subsidiary of Brown Advisory, Inc. Brown Advisory provides integrated wealth management services to high-net worth individuals and their families, as well as to a small number of charitable trusts and foundations. | Corporate Officer/Principal | - |
Experiences
Positions held
Linked companies
Private companies | 2 |
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Signature Financial Management, Inc.
![]() Signature Financial Management, Inc. Investment ManagersFinance Signature Financial Management, Inc. (dba Brown Advisory) is a SEC-registered asset management firm headquartered in Norfolk, Virginia. The firm was founded by Susan Colpitts in 1994 and is a wholly owned subsidiary of Brown Advisory, Inc. Brown Advisory provides integrated wealth management services to high-net worth individuals and their families, as well as to a small number of charitable trusts and foundations. | Finance |
Capital Consulting & Asset Management, Inc.
![]() Capital Consulting & Asset Management, Inc. Investment ManagersFinance Capital Consulting & Asset Management, Inc. provides investment advisory and consulting services. The private company is based in Lincoln, NE. Securities are offered through Geneos Wealth Management, Inc., a member of FINRA/SIPC. | Finance |
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