Lucas Pelner

Lucas Pelner
Analyst

PRESENT POSITION

Lucas is a member of Chartwell's Advisory team and is experienced in advising companies on a wide range of topics including strategic alternatives, ESOP transactions, executive compensation, and strategies for long-term sustainability.  He works with business owners, management teams, and boards of directors at ESOP companies to provide a holistic perspective of a company's financial position and future capital claims. 

 

PRIOR EXPERIENCE & EDUCATION

Prior to joining Chartwell, Lucas was a portfolio monitoring analyst intern at U.S. Bank where he supported corporate and commercial banking lenders with financial monitoring and loan boarding activities. He also spent a semester studying international finance and economics in Barcelona, Spain.

 

Lucas holds a Bachelor of Science degree, with distinction, in finance with a minor in accounting from the Curtis L. Carlson School of Management at the University of Minnesota.