Jeff Lucado
Directeur van Onderzoek - Eigen Vermogen bij Terry McDaniel & Co.
Profiel
Mr. Jeffrey S.
Lucado, CFA MBA, is a Research Director & Portfolio Manager at Terry McDaniel & Co. He joined the firm in 1992.
Before joining Terry McDaniel & Company, Mr. Lucado was with Arthur Andersen Consulting, InterFirst Investment Management, NCNB Texas Asset Management and Team Bank.
He received his B.B.A.
in 1981 from the University of Texas and his M.B.A.
in 1983 from the University of Texas’ McCombs School of Business.
He is a member of the CFA Institute, and is a past-President of the CFA Society of Austin.
He serves on the Board of Directors of Western Hills Little League.
Actieve functies van Jeff Lucado
| Bedrijven | Functie | Begin |
|---|---|---|
Terry McDaniel & Co.
 Terry McDaniel & Co. Investment ManagersFinance Terry McDaniel & Co. (TMC) is a registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded by Terry McDaniel in 1985. TMC manages stock and bond portfolios for individuals, retirement plans, trusts, estates and charitable organizations. | Directeur van Onderzoek - Eigen Vermogen | 01-01-1992 |
Eerdere bekende functies van Jeff Lucado
| Bedrijven | Functie | Einde |
|---|---|---|
| Team Bank, NA (Fort Worth, Texas) | Corporate Officer/Principal | - |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Opleiding van Jeff Lucado
| The University of Texas at Austin | Masters Business Admin |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Terry McDaniel & Co.
Terry McDaniel & Co. Investment ManagersFinance Terry McDaniel & Co. (TMC) is a registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded by Terry McDaniel in 1985. TMC manages stock and bond portfolios for individuals, retirement plans, trusts, estates and charitable organizations. | Finance |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
| Team Bank, NA (Fort Worth, Texas) | Finance |
