
Lucas McDonnell
Client Service Associate
Lucas grew up in São Paulo, Brazil, and moved to the United States to pursue a college education. He graduated from Chapman University with a B.S. in Business Administration and a minor in Economics.
Throughout his early professional career, Lucas has gained experience in a variety of roles, ranging from venture capital to AI startups. He now works as a Client Service Associate, where he is dedicated to providing clients with exceptional service.
Outside of work, Lucas enjoys playing tennis, skiing, and rock climbing.
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Schedule a Meeting with
Lucas

In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.














































































