Profile
Mr. Daniel Lucas, CFA, is a Managing Director - Quantitative Research & Trading, Portfolio Manager at Merk Investments LLC.
He is also a member of the Portfolio Management Group.
He focuses on quantitative research and analytics, portfolio optimization and currencies trading.
Prior to joining Merk Investments, he gained experience as Quantitative Analyst at Kellner Capital and as M&A Associate at Network Corporate Finance.
He also worked at Deutsche Bank's FX & Commodities Options Trading desk in Frankfurt, Germany, trading a variety of currencies and precious metals derivatives.
He holds a M.Sc.
in Financial Engineering from the Haas School of Business at UC Berkeley as well as a Master’s Degree from the University of Stuttgart, where he studied finance, economics and management.
He is a Chartered Financial Analyst charter holder.
Daniel Lucas active positions
| Companies | Position | Start |
|---|---|---|
Merk Investments LLC
 Merk Investments LLC Investment ManagersFinance Merk Investments LLC is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded by Alexander “Axel” Merk in 2000. Merk Investments provides discretionary investment advice to registered investment companies and a closed-end fund. | Analyst-Equity | - |
Former positions of Daniel Lucas
| Companies | Position | End |
|---|---|---|
Network Corporate Finance GmbH & Co. KG
 Network Corporate Finance GmbH & Co. KG Investment ManagersFinance Network Corporate Finance GmbH & Co. KG provides investment advice and consulting services. The firm focuses on acquisitions, divestitures as well as capital market transactions and debt financing. The company was founded by Michael Barfuß, Joachim Dübner, Christian Niederle, Frank Schönert, Dietrich Stoltenburg and Dietmar Thiele in 2002 and is headquartered in Dusseldorf, Germany. | Corporate Officer/Principal | - |
Deutsche Bank AG (Broker)
 Deutsche Bank AG (Broker) Investment Banks/BrokersFinance Deutsche Bank AG (Broker) is the brokerage arm of Deutsche Bank AG (ETR: DBK) in Germany. Headquartered in Frankfurt, the firm was founded in 1870 and offers FX Prime Brokerage (FXPB) which enables clients to transact foreign exchange across an array of dealers utilizing Deutsche Bank credit lines to maintain anonymity, maximize operational and margin efficiency and reduce transactional costs. | Corporate Officer/Principal | - |
Kellner Capital Management, Inc.
 Kellner Capital Management, Inc. Investment ManagersFinance Kellner Capital Management, Inc. provides investment advice. The private company is based in Philadelphia, PA. | Corporate Officer/Principal | - |
Training of Daniel Lucas
| University of California, Berkeley | Graduate Degree |
| Universität Stuttgart | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Merk Investments LLC
Merk Investments LLC Investment ManagersFinance Merk Investments LLC is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded by Alexander “Axel” Merk in 2000. Merk Investments provides discretionary investment advice to registered investment companies and a closed-end fund. | Finance |
Deutsche Bank AG (Broker)
Deutsche Bank AG (Broker) Investment Banks/BrokersFinance Deutsche Bank AG (Broker) is the brokerage arm of Deutsche Bank AG (ETR: DBK) in Germany. Headquartered in Frankfurt, the firm was founded in 1870 and offers FX Prime Brokerage (FXPB) which enables clients to transact foreign exchange across an array of dealers utilizing Deutsche Bank credit lines to maintain anonymity, maximize operational and margin efficiency and reduce transactional costs. | Finance |
Network Corporate Finance GmbH & Co. KG
Network Corporate Finance GmbH & Co. KG Investment ManagersFinance Network Corporate Finance GmbH & Co. KG provides investment advice and consulting services. The firm focuses on acquisitions, divestitures as well as capital market transactions and debt financing. The company was founded by Michael Barfuß, Joachim Dübner, Christian Niederle, Frank Schönert, Dietrich Stoltenburg and Dietmar Thiele in 2002 and is headquartered in Dusseldorf, Germany. | Finance |
Kellner Capital Management, Inc.
Kellner Capital Management, Inc. Investment ManagersFinance Kellner Capital Management, Inc. provides investment advice. The private company is based in Philadelphia, PA. | Finance |
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