Profil
Raymond Joseph Lucia served as the President & CEO of Destra Multi-Alternative Fund and CEO of Pinhook Capital LLC.
He was the CEO of Lucia Securities LLC from 2010 to 2020 and Chairman & CEO of Lucia Wealth Services LLC and Lucia Capital Group LLC.
Prior to that, he was an Executive Vice President at Raymond J.
Lucia Cos., Inc. from 2000 to 2010.
He also worked as an accountant at Deloitte & Touche LLP in 1999.
Lucia earned his undergraduate degree from Loyola Marymount University in 1997.
Anciens postes connus de Ray Lucia
| Sociétés | Poste | Fin |
|---|---|---|
Pinhook Capital LLC
 Pinhook Capital LLC Investment ManagersFinance Pinhook Capital LLC (PCL) is an independent registered investment adviser headquartered in San Diego, California. The firm was founded in 2011 as RJL Capital Management LLC and as LCM Investment Management LLC. PCL provides portfolio management services to their clients through investment programs. The firm provides their services to other investment advisers and does not contract directly with individual investors. | Directeur Général | 01/12/2020 |
Lucia Wealth Services LLC
 Lucia Wealth Services LLC Investment ManagersFinance Lucia Wealth Services LLC (LWS) is an investment advisory firm headquartered in San Diego, California. The firm was founded in 2010 and is a direct subsidiary of Lucia Capital Group LLC. LWS offers asset management services to individuals, trusts, estates, private foundations, high-net-worth individuals, and business owners. | Directeur Général | 01/12/2020 |
Lucia Securities LLC
 Lucia Securities LLC Investment ManagersFinance Lucia Securities LLC engages in the provision of financial advice to individuals, affluent families, and business owners. It offers a range of account types and investment options which include brokerage accounts, retirement accounts, stocks, bonds, mutual funds, annuities, and alternative investments. The company is headquartered in San Diego, CA. | Directeur Général | 01/12/2020 |
Lucia Capital Group LLC
 Lucia Capital Group LLC Investment ManagersFinance Lucia Capital Group LLC provides investment advisory services. It offers financial planning, investment management, annuities, and insurance services. The company is headquartered in San Diego, CA. | Directeur Général | 01/12/2020 |
Raymond J. Lucia Cos., Inc.
 Raymond J. Lucia Cos., Inc. Investment ManagersFinance Raymond J. Lucia Cos., Inc. provides investment advice. The private company is based in San Diego, CA. | Corporate Officer/Principal | 01/01/2010 |
Formation de Ray Lucia
| Loyola Marymount University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Destra Multi-Alternative Fund
 Destra Multi-Alternative Fund Investment Trusts/Mutual FundsMiscellaneous Destra Multi-Alternative Fund is a non-diversified and closed-end management fund, which invests in real estate investment trusts, debt and equity income securities, and alternative investment funds. It seeks capital appreciation with an emphasis on income generation. The company was founded on June 03, 2011 and is headquartered in Bozeman, MT. | Miscellaneous |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Commercial Services |
Raymond J. Lucia Cos., Inc.
Raymond J. Lucia Cos., Inc. Investment ManagersFinance Raymond J. Lucia Cos., Inc. provides investment advice. The private company is based in San Diego, CA. | Finance |
Pinhook Capital LLC
Pinhook Capital LLC Investment ManagersFinance Pinhook Capital LLC (PCL) is an independent registered investment adviser headquartered in San Diego, California. The firm was founded in 2011 as RJL Capital Management LLC and as LCM Investment Management LLC. PCL provides portfolio management services to their clients through investment programs. The firm provides their services to other investment advisers and does not contract directly with individual investors. | Finance |
Lucia Securities LLC
Lucia Securities LLC Investment ManagersFinance Lucia Securities LLC engages in the provision of financial advice to individuals, affluent families, and business owners. It offers a range of account types and investment options which include brokerage accounts, retirement accounts, stocks, bonds, mutual funds, annuities, and alternative investments. The company is headquartered in San Diego, CA. | Finance |
Lucia Wealth Services LLC
Lucia Wealth Services LLC Investment ManagersFinance Lucia Wealth Services LLC (LWS) is an investment advisory firm headquartered in San Diego, California. The firm was founded in 2010 and is a direct subsidiary of Lucia Capital Group LLC. LWS offers asset management services to individuals, trusts, estates, private foundations, high-net-worth individuals, and business owners. | Finance |
Lucia Capital Group LLC
Lucia Capital Group LLC Investment ManagersFinance Lucia Capital Group LLC provides investment advisory services. It offers financial planning, investment management, annuities, and insurance services. The company is headquartered in San Diego, CA. | Finance |
