Learn about our Team

We are a team of dedicated professionals, ready to do what ever it takes to make your business grow

Matthew L. Porio

Matthew L. Porio

Managing Partner

MPorio@lucasnassoc.com

Matt Porio is the founding principal of Lucas & Associates, LLC. With a corporate career spanning over 25 years in capital markets, Matt has a wealth of experience creating financial and risk management solutions for companies of all sizes, across a variety of industries in the U.S. and overseas.



Prior to establishing Lucas & Associates, LLC, Matt held a number of senior positions with leading financial institutions. Most recently he worked for Bank of Ireland as Executive Vice President and Co-Head of Global Markets in its U.S. operations. Prior to that he was Chief Dealer and Head of Global Markets at American Express Bank, and previously a Vice President of Global Markets at Chase Manhattan Bank. He started his career with Salomon Brothers in their mortgaged backed securities group. 



Matt holds a BA (cum laude) in Economics from Duke University and an MBA in Finance from the Fuqua School of Business; he also holds an MLIS from St. John’s University where he was a Laura Bush scholar. Matt is a Chartered Financial Analyst (CFA), a Certified Treasury Professional (CTP) and holds an ACI Diploma. He is a member of the Association of Financial Professionals and the New York State Society of Security Analysts, as well as a former faculty member of the New York School of Finance. He has given numerous lectures, seminars and workshops at top business schools and corporations globally and has been quoted by The Wall Street Journal, The New York Times, Bloomberg and has appeared on CNBC. Matt currently sits on the board of advisors for Emerging Globe LLC, BlueLine Advisors and is a board member for the Staples Tuition Grants.

Lance Eckel, CFA, FRM

Lance Eckel, CFA, FRM

Managing Partner

lance_eckel@butchershillcapital.com

In addition to Lucas and Associates, Lance is also the founder and Managing Partner of Finance IQ, a consulting firm that designs learning and development solutions for financial companies and government agencies in the areas of investing and capital markets.

Lance was the co-founder of the Geneva Arbitrage Fund, a private investment fund that focused on the areas of merger arbitrage and other event-style investing. As the Director of Research and co-Manager, he helped lead the fund to ten consecutive years of positive returns.

Lance formerly worked in the Proprietary Equity area of Scotia Capital Markets in Toronto, Canada. At Scotia Capital Markets, he managed firm capital using relative value trading strategies across a wide range of North American equity and debt instruments.

Before joining Scotia Capital Markets, he was a Financial Analyst at the Bank of Nova Scotia in Santiago, Chile, where he provided analysis and advice to emerging market investors.

Until 1995, Lance was an Economist and Policy Analyst for the Government of Canada and provided in-depth analysis to Cabinet and senior levels of government across a wide range of economic policy issues. While there, he served at the Treasury Board Secretariat, the Department of Finance (International Economic Relations Division), and the Privy Council Office.

Lance is a guest lecturer at the Woodrow Wilson School of Public and International Affairs at Princeton University and has developed numerous courses on Alternative Investments, Valuation and Financial Accounting.

Education:
Chartered Financial Analyst
Financial Risk Manager
M.A., Economics, McGill University
B.A., Economics (Honors), McGill University

Robert Schwartz

Robert Schwartz

Senior Associate-Director of Coaching

Robert has been coaching and consulting with individuals and organizations for 10 years. Robert has worked with people from a variety of industries including financial, healthcare, delivery/logistic, and non-profit organizations. Robert has worked with managers at Goldman Sachs, American Express, and Lehman Brothers. He was previously the Director of Training and Implementation at Consolidated Delivery and Logistics where he managed several large scale IT initiatives including software development and the implementation of a new corporate CRM system.

Robert holds a BA from New York University and a Masters of Architecture from the University of California Berkeley. Robert is a Trainer of NLP (Neuro-Linguistic Programming) and a Trainer at the NLP Center of New York.

Lucas and Associates, LLC
367 Main Street
Westport, CT 06880
Phone: 203.227.3695
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