Jeff Lucado

Jeff Lucado, CFA, CIC, serves as Research Director and Portfolio Manager at Terry McDaniel & Company Investment Counsel in Austin, Texas. He joined the firm in 1992 and is responsible for directing research and managing client portfolios, with a focus on strategy development and asset allocation. His investment practice encompasses both equity and fixed income asset classes, and he brings particular expertise in fundamental securities analysis across a range of sectors relevant to institutional and high-net-worth clients.

Prior to joining Terry McDaniel & Company, Jeff held positions at Arthur Andersen Consulting, InterFirst Investment Management, NCNB Texas Asset Management, and Team Bank, where he gained broad experience in investment analysis and asset management. He is a past President of the CFA Society of Austin and an active member of the CFA Institute, reflecting his commitment to industry leadership and professional development.

Jeff holds a B.B.A. (1981) and an M.B.A. (1983) from the University of Texas at Austin’s McCombs School of Business. His professional credentials, including the CFA and CIC designations, highlight his deep expertise in portfolio management, security selection, and client advisory for individuals, families, and institutions.