James Lucania
Director of Finance/CFO at HEALTHEQUITY, INC.
Net worth: 7 M $ as of 2024-03-30
Profile
James M.
Lucania is currently the Chief Financial Officer & Executive Vice President at HealthEquity, Inc. He previously worked as an Associate Director at Levine Leichtman Capital Partners, Inc., SVP, Chief Financial Officer & Treasurer at Checkpoint Systems, Inc., and as an Associate at Miller Buckfire & Co. LLC.
He also worked as an Analyst at Dresdner Kleinwort & Wasserstein, Inc. from 2001 to 2002.
Lucania received his undergraduate degree from The Wharton School of the University of Pennsylvania and his MBA from UCLA Anderson School of Management.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
HEALTHEQUITY INC
0.10% | 2024-03-26 | 86,840 ( 0.10% ) | 7 M $ | 2024-03-30 |
James Lucania active positions
| Companies | Position | Start |
|---|---|---|
| HEALTHEQUITY, INC. | Director of Finance/CFO | 2023-07-30 |
Former positions of James Lucania
| Companies | Position | End |
|---|---|---|
Miller Buckfire & Co. LLC
 Miller Buckfire & Co. LLC Investment ManagersFinance Miller Buckfire & Co. LLC operates as an investment bank, which provides corporate finance and strategic advisory services. It focuses on addressing transformational issues of clients such as recapitalizations, acquisitions, sales and divestitures, and debt and equity financing transactions. The company was founded by Kenneth A. Buckfire and Henry S. Miller in 2002 and is headquartered in New York, NY. | Corporate Officer/Principal | 2006-12-30 |
| Dresdner Kleinwort & Wasserstein, Inc. | Corporate Officer/Principal | 2002-12-30 |
| CHECKPOINT SYSTEMS, INC. | Director of Finance/CFO | 2016-05-12 |
Levine Leichtman Capital Partners, Inc.
 Levine Leichtman Capital Partners, Inc. Investment ManagersFinance Levine Leichtman Capital Partners, Inc (LLCP) is an Independent Private Equity firm founded in 1984 by Arthur E. Levine and Lauren Beth Leichtman. The firm is headquartered in Beverly Hills. | Corporate Officer/Principal | - |
Training of James Lucania
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
| UCLA Anderson School of Management | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| HEALTHEQUITY, INC. | Finance |
| Private companies | 4 |
|---|---|
Checkpoint Systems, Inc.
 Checkpoint Systems, Inc. Electronic Production EquipmentElectronic Technology Checkpoint Systems, Inc. manufactures and distributes integrated electronic security systems. It also produces and provides technology-driven, loss prevention, inventory management and labelling solutions to the retail and apparel industry. The company was founded in 1969 and is headquartered in Thorofare, NJ. | Electronic Technology |
Miller Buckfire & Co. LLC
Miller Buckfire & Co. LLC Investment ManagersFinance Miller Buckfire & Co. LLC operates as an investment bank, which provides corporate finance and strategic advisory services. It focuses on addressing transformational issues of clients such as recapitalizations, acquisitions, sales and divestitures, and debt and equity financing transactions. The company was founded by Kenneth A. Buckfire and Henry S. Miller in 2002 and is headquartered in New York, NY. | Finance |
| Dresdner Kleinwort & Wasserstein, Inc. | Finance |
Levine Leichtman Capital Partners, Inc.
Levine Leichtman Capital Partners, Inc. Investment ManagersFinance Levine Leichtman Capital Partners, Inc (LLCP) is an Independent Private Equity firm founded in 1984 by Arthur E. Levine and Lauren Beth Leichtman. The firm is headquartered in Beverly Hills. | Finance |
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