Lucas Kapetanellis
Investment analyst with a passion for equity markets, as well as the mining/resources industry and commodity markets. Accomplishing a diverse set of skills with a current broader focus on Asset & Wealth Management within the financial services sector.
Currently studying a Master of Financial Planning to further build on my discipline in the field.
Work History
Investment Analyst - Associate
4 Years 7 MonthsInitially started at 708 as a Equity Research Analyst in a part-time capacity while I conclude studies in my Bachelor's degree. Throughout this period I took a value-based, macroeconomic approach to finding an edge in equities both at the request of the portfolio managers and at my own initiative/trade ideas. I also developed a passion for the Mining/Resources sector to which I have allocated most of my time to over the past two years. This included engaging in capital raising activities brought to 708 by ASX-listed small-mid caps.
More recently, I have transitioned slightly into more of a focus on the Wealth Management side of the business in a full-time capacity. This role has entailed being an associate to the directors of 708 WM, assisting with the collaboration of the funds' new model portfolio moving forward and the onboarding of new clientele as FUM increases.
Education
Master of Financial Planning
Bachelor of Commerce - Finance
WAM: Distinction