Junior Portfolio Manager
275 Springside Drive, Suite 250 Akron, OH 44333
Lucas Colantoni believes that a keen attention to detail and adaptability helps him deliver an exceptional client experience. Lucas’s primary responsibility is supporting the Akron advisor team in the careful and accurate execution of trades, account analysis, performance reporting, and investment research.
Lucas’ career in financial services began at Fidelity Investments, assisting clients with account management activities and educating clients on investment options and vehicles. Lucas earned his Series 7 and Series 63 licenses.
Lucas graduated with a BS in Financial Planning from The University of Akron.