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 invests in middle market companies located in United States, Europe and Asia. The firm focuses on companies operating across a broad range of sectors and industries. It provides equity, mezzanine, buyout and growth financing for credit and real estate through direct, secondary and primary investments. It also makes co-investments. | 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 invests in companies located in the United States. The firm focuses on a broad range of sectors and industries. It participates in growth and buyout transactions. | Sales & Marketing | 2019-12-31 |
Cross Ocean Partners LLC
Cross Ocean Partners LLC Financial ConglomeratesFinance Provides investment advice | 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
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Morgan Stanley
Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services | Finance |
The Trustees of Columbia University in The City of New York
The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Portfolio Advisors LLC
Portfolio Advisors LLC Investment ManagersFinance Portfolio Advisors invests in middle market companies located in United States, Europe and Asia. The firm focuses on companies operating across a broad range of sectors and industries. It provides equity, mezzanine, buyout and growth financing for credit and real estate through direct, secondary and primary investments. It also makes co-investments. | Finance |
California State University-Northridge
California State University-Northridge Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Carlyle Group Inc.
The Carlyle Group Inc. Investment ManagersFinance Provides alternative asset management and private equity services | Finance |
Cross Ocean Partners LLC
Cross Ocean Partners LLC Financial ConglomeratesFinance Provides investment advice | Finance |
Brevet Capital Management LLC /Private Equity/
Brevet Capital Management LLC /Private Equity/ Investment ManagersFinance Brevet Capital invests in companies located in the United States. The firm focuses on a broad range of sectors and industries. It participates in growth and buyout transactions. | Finance |
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