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Daniel Lucas, CFA

Managing Director - Quantitative Research & Trading

Daniel Lucas is Managing Director - Quantitative Research & Trading at Merk Investments and member of the Portfolio Management Group. He focuses on quantitative research and systematic investment strategies, and oversees the development of data and trading systems. 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.

Daniel lives in the San Francisco Bay Area with his wife and two kids. His personal interests include sports, cooking and traveling.

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