Connor Lucas
Associate Director of Portfolio Strategy and Analytics
Investment Philosophy:
I believe continuous learning is the most high-return investment one can make. Markets, companies, and technology are always evolving, so the ability to stay curious and understand what is going on can help lead to unique opportunities
Business Philosophy:
Hard work compounds. Consistency beats intensity. Showing up every day, focusing on the fundamentals, and executing with discipline are the foundations of long-term success.
About me:
- Graduated from Stevens Institute of Technology with the highest honors with a degree in Quantitative Finance
- Began my career in financial services working in investment banking for Wells Fargo on a team that focused on quantitative solutions for companies facing complex financial challenges
- Experience helping fortune 500 companies through complex transactions and structures, totaling hundreds of billions of dollars offering me a unique insight into markets and what drives them
- Joined PWS Group in 2026
- Born and raised in NJ