Matthew Lucas
Private Equity Investor at Portfolio Advisors LLC
Profile
Matthew Lucas is currently a Senior Vice President at Portfolio Advisors LLC.
Prior to his current position, he worked as an Analyst at Morgan Stanley from 2012 to 2014, an Analyst at The Carlyle Group, Inc. from 2014 to 2015, an Associate at Cross Ocean Partners LLC from 2016 to 2018, and a Vice President at Brevet Capital Management LLC from 2018 to 2020.
Mr. Lucas holds an MBA from The Trustees of Columbia University in The City of New York, and he completed his undergraduate and graduate degrees at California State University-Northridge in 2010 and 2012 respectively.
Matthew Lucas active positions
| Companies | Position | Start |
|---|---|---|
Portfolio Advisors LLC
 Portfolio Advisors LLC Investment ManagersFinance Portfolio Advisors LLC (Portfolio Advisors) is a private equity firm founded in 1994. The firm is headquartered in Darien, Connecticut with additional offices in Dallas, London, Zurich, Hong Kong and Singapore. | Private Equity Investor | 2023-12-31 |
Former positions of Matthew Lucas
| Companies | Position | End |
|---|---|---|
Brevet Capital Management LLC /Private Equity/
 Brevet Capital Management LLC /Private Equity/ Investment ManagersFinance Brevet Capital Management LLC /Private Equity/ (Brevet Capital Management) is a private equity firm, a subsidiary of Brevet Capital Management LLC founded in 1998 by Doug Monticciolo. The firm is headquartered in New York. | Sales & Marketing | 2019-12-31 |
Cross Ocean Partners LLC
 Cross Ocean Partners LLC Financial ConglomeratesFinance Cross Ocean Partners LLC is engaged in providing investment advice services. The company is headquartered in Greenwich. CT. | Corporate Officer/Principal | 2018-02-28 |
| THE CARLYLE GROUP INC. | Corporate Officer/Principal | 2015-11-30 |
| MORGAN STANLEY | Corporate Officer/Principal | 2014-05-31 |
Training of Matthew Lucas
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
| California State University-Northridge | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| MORGAN STANLEY | Finance |
| THE CARLYLE GROUP INC. | Finance |
| Private companies | 3 |
|---|---|
Portfolio Advisors LLC
Portfolio Advisors LLC Investment ManagersFinance Portfolio Advisors LLC (Portfolio Advisors) is a private equity firm founded in 1994. The firm is headquartered in Darien, Connecticut with additional offices in Dallas, London, Zurich, Hong Kong and Singapore. | Finance |
Cross Ocean Partners LLC
Cross Ocean Partners LLC Financial ConglomeratesFinance Cross Ocean Partners LLC is engaged in providing investment advice services. The company is headquartered in Greenwich. CT. | Finance |
Brevet Capital Management LLC /Private Equity/
Brevet Capital Management LLC /Private Equity/ Investment ManagersFinance Brevet Capital Management LLC /Private Equity/ (Brevet Capital Management) is a private equity firm, a subsidiary of Brevet Capital Management LLC founded in 1998 by Doug Monticciolo. The firm is headquartered in New York. | Finance |
- Stock Market
- Insiders
- Matthew Lucas
