Profile
Prior to joining Lucas Capital Management in 2002, Ms. Gouveia worked at Lipper Analytical Services in 1992 where she began her financial career, providing mutual fund research and performance analysis to some of the world's largest news sources.
After eight years at Lipper, she spent two years in operations at a successful local investment manager.
Ms. Gouveia graduated from Rutgers School of Business with a BSc in Management and a minor in Economics in 1991.
She serves as Comptroller and Chief Compliance Officer for the Lucas funds.
Former positions of Julie Ann Gouveia
| Companies | Position | End |
|---|---|---|
Lipper Analytical Services, Inc.
Lipper Analytical Services, Inc. Commercial Printing/FormsCommercial Services Supplies the global business community and media with real time financial data and news services | Corporate Officer/Principal | - |
Lucas Capital Management LLC
Lucas Capital Management LLC Investment ManagersFinance LCM specializes in bond alternative income investing and energy-related royalty trusts. The firm seeks consistent, long-term growth as well as tax-managed current income by investing in a diversified portfolio of well-established companies. They place high emphasis on strong management, strong growth and strong fundamentals at a reasonable P/E. | Analyst-Equity | 17/09/2010 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Lipper Analytical Services, Inc.
Lipper Analytical Services, Inc. Commercial Printing/FormsCommercial Services Supplies the global business community and media with real time financial data and news services | Commercial Services |
Lucas Capital Management LLC
Lucas Capital Management LLC Investment ManagersFinance LCM specializes in bond alternative income investing and energy-related royalty trusts. The firm seeks consistent, long-term growth as well as tax-managed current income by investing in a diversified portfolio of well-established companies. They place high emphasis on strong management, strong growth and strong fundamentals at a reasonable P/E. | Finance |
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