Matthew Lucas

Vice President

Matthew joined Portfolio Advisors in 2020 and is a member of the firm’s Marketing and Client Services team. Previously, he was a Vice President at a credit hedge fund in New York City. Prior to that, he was an Associate and the first hire in the U.S. business for Cross Ocean Partners, a special situations private credit firm based in London, England and Greenwich, CT. Matthew began his career on the investor relations management team at The Carlyle Group focusing on private equity fundraising across the globe.

B.A. from California State University, Northridge M.A. from California State University, Northridge M.B.A. from Columbia University

Portfolio Advisors, LLC is a registered investment adviser under the Investment Advisers Act of 1940, as amended. Registration with the SEC as an investment adviser does not imply a level of skill or training. The information on this site is intended solely for the benefit of firms and companies seeking private equity investment capital by providing general information on our services and philosophy. The material on this site is for information purposes only and does not constitute an offer or solicitation to purchase any investment solutions or a recommendation to buy or sell a security nor is it to be construed as investment advice. Additionally, the material on this site does not constitute a representation that the solutions described therein are suitable or appropriate for any person.

Matthew Lucas

Vice President

B.A. from California State University, Northridge M.A. from California State University, Northridge M.B.A. from Columbia University

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