Jonathan Lucas joined the Signature team in July 2007 as Director of Operations. He is responsible for managing internal operational processes and back office audits, the production of quarterly client reports, implementing and maintaining best practices and efficient workflows, and various special projects relating to clients, operations, and technology. Before joining Signature, Jonathan worked at Capital Consulting & Asset Management, a firm dedicated to serving high net worth families and institutions in Lincoln, Nebraska. As Client Service Manager, he worked with the advisors to manage all aspects of the client experience. Additionally, he was responsible for back office operations such as trading, account maintenance, billing, and performance reporting. Jonathan graduated from Union College in Lincoln, Nebraska with a B.S. in Business Administration. He anticipates sitting for the CFP(R) Exam by 2009. |