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Daniel Lucas, CFA

Vice President - Quantitative Research & Trading

Daniel Lucas is the Vice President - Quantitative Research & Trading at Merk Investments and member of the Portfolio Management Group. He focuses on quantitative research and analytics, portfolio optimization and currencies trading. Prior to joining Merk Investments, Daniel gained experience as Quantitative Analyst at Kellner Capital and as M&A Associate at Network Corporate Finance. He also worked at Deutsche Bank's FX & Commodities Options Trading desk in Frankfurt, Germany, trading a variety of currencies and precious metals derivatives.

Daniel holds a M.Sc. in Financial Engineering (MFE) from the Haas School of Business at UC Berkeley as well as a Master’s Degree from the University of Stuttgart, where he studied finance, economics and management. He is a Chartered Financial Analyst (CFA) charterholder. In addition to being fluent in German and English, Daniel speaks French.

Daniel lives in the San Francisco Bay Area. His personal interests include basketball, football, golf and traveling.

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