Lucas Winter
About Lucas Winter
Lucas Winter is a Senior Data Analyst at CompStak®, with a background in wealth management and data analytics. He specializes in optimizing client portfolios and has experience in implementing data-driven solutions using machine learning and predictive analytics.
Work at CompStak
Lucas Winter has been employed at CompStak® since 2020, where he holds the position of Senior Data Analyst. In this role, he applies his data analytics expertise to optimize client portfolios by analyzing stock trends. Prior to his current position, he worked at CompStak® as a Data Analyst from 2019 to 2020. His experience at CompStak® has allowed him to implement data-driven solutions that utilize machine learning and predictive analytics.
Education and Expertise
Lucas Winter earned a Bachelor of Arts (B.A.) in Economics from the University of Michigan, completing his studies from 2009 to 2013. He further enhanced his skill set by studying Data Science at General Assembly in 2019, where he focused on data analytics for 11 months. His educational background supports his specialization in optimizing client portfolios and analyzing stock trends.
Background in Wealth Management
Lucas Winter has a background in wealth management that complements his data analytics skills. This experience enables him to approach data analysis with a pragmatic mindset, allowing him to efficiently address challenging problems. His understanding of wealth management principles informs his analytical work, particularly in optimizing client portfolios.
Previous Work Experience
Before joining CompStak®, Lucas Winter held various positions that contributed to his professional development. He worked as a Transition Specialist at BNY Mellon | Pershing from 2018 to 2019. Additionally, he gained experience as a Corporate Strategy Intern at Atlanta Falcons Physical Therapy Centers in 2011 and as a Finance Intern at WellStar Health System in 2012. He also served as a Data Science Fellow at General Assembly for two months in 2019.