Profiel
Raymond Joseph Lucia served as the President & CEO of Destra Multi-Alternative Fund and CEO of Pinhook Capital LLC.
He was the CEO of Lucia Securities LLC from 2010 to 2020 and Chairman & CEO of Lucia Wealth Services LLC and Lucia Capital Group LLC.
Prior to that, he was an Executive Vice President at Raymond J.
Lucia Cos., Inc. from 2000 to 2010.
He also worked as an accountant at Deloitte & Touche LLP in 1999.
Lucia earned his undergraduate degree from Loyola Marymount University in 1997.
Eerdere bekende functies van Ray Lucia
Bedrijven | Functie | Einde |
---|---|---|
Pinhook Capital LLC
Pinhook Capital LLC Investment ManagersFinance Pinhook Capital LLC (PCL) is an independent registered investment adviser headquartered in San Diego, California. The firm was founded in 2011 as RJL Capital Management LLC and as LCM Investment Management LLC. PCL provides portfolio management services to their clients through investment programs. The firm provides their services to other investment advisers and does not contract directly with individual investors. | Algemeen Directeur | 01-12-2020 |
Lucia Wealth Services LLC
Lucia Wealth Services LLC Investment ManagersFinance Lucia Wealth Services LLC (LWS) is an investment advisory firm headquartered in San Diego, California. The firm was founded in 2010 and is a direct subsidiary of Lucia Capital Group LLC. LWS offers asset management services to individuals, trusts, estates, private foundations, high-net-worth individuals, and business owners. | Algemeen Directeur | 01-12-2020 |
Lucia Securities LLC
Lucia Securities LLC Investment ManagersFinance Lucia Securities LLC engages in the provision of financial advice to individuals, affluent families, and business owners. It offers a range of account types and investment options which include brokerage accounts, retirement accounts, stocks, bonds, mutual funds, annuities, and alternative investments. The company is headquartered in San Diego, CA. | Algemeen Directeur | 01-12-2020 |
Lucia Capital Group LLC
Lucia Capital Group LLC Investment ManagersFinance Lucia Capital Group LLC provides investment advisory services. It offers financial planning, investment management, annuities, and insurance services. The company is headquartered in San Diego, CA. | Algemeen Directeur | 01-12-2020 |
Raymond J. Lucia Cos., Inc.
Raymond J. Lucia Cos., Inc. Investment ManagersFinance Raymond J. Lucia Cos., Inc. provides investment advice. The private company is based in San Diego, CA. | Corporate Officer/Principal | 01-01-2010 |
Opleiding van Ray Lucia
Loyola Marymount University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 7 |
---|---|
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Commercial Services |
Pinhook Capital LLC
Pinhook Capital LLC Investment ManagersFinance Pinhook Capital LLC (PCL) is an independent registered investment adviser headquartered in San Diego, California. The firm was founded in 2011 as RJL Capital Management LLC and as LCM Investment Management LLC. PCL provides portfolio management services to their clients through investment programs. The firm provides their services to other investment advisers and does not contract directly with individual investors. | Finance |
Destra Multi-Alternative Fund
Destra Multi-Alternative Fund Investment Trusts/Mutual FundsMiscellaneous Destra Multi-Alternative Fund is a non-diversified and closed-end management fund, which invests in real estate investment trusts, debt and equity income securities, and alternative investment funds. It seeks capital appreciation with an emphasis on income generation. The company was founded on June 03, 2011 and is headquartered in Bozeman, MT. | Miscellaneous |
Lucia Wealth Services LLC
Lucia Wealth Services LLC Investment ManagersFinance Lucia Wealth Services LLC (LWS) is an investment advisory firm headquartered in San Diego, California. The firm was founded in 2010 and is a direct subsidiary of Lucia Capital Group LLC. LWS offers asset management services to individuals, trusts, estates, private foundations, high-net-worth individuals, and business owners. | Finance |
Lucia Securities LLC
Lucia Securities LLC Investment ManagersFinance Lucia Securities LLC engages in the provision of financial advice to individuals, affluent families, and business owners. It offers a range of account types and investment options which include brokerage accounts, retirement accounts, stocks, bonds, mutual funds, annuities, and alternative investments. The company is headquartered in San Diego, CA. | Finance |
Raymond J. Lucia Cos., Inc.
Raymond J. Lucia Cos., Inc. Investment ManagersFinance Raymond J. Lucia Cos., Inc. provides investment advice. The private company is based in San Diego, CA. | Finance |
Lucia Capital Group LLC
Lucia Capital Group LLC Investment ManagersFinance Lucia Capital Group LLC provides investment advisory services. It offers financial planning, investment management, annuities, and insurance services. The company is headquartered in San Diego, CA. | Finance |