Lucas Juery

Lucas Juery is the Portfolio Manager at SWAN Capital LLC, an SEC-registered investment advisor headquartered in Pensacola, Florida. In this role, he is responsible for overseeing portfolio rebalancing and designing model portfolios for clients, with a key focus on active asset management and retirement fund strategy. Juery specializes in analyzing and managing growth stocks, long-term investments, and both long and short equity positions, with expertise in mutual funds, ETFs, equities, and bonds.

He previously held roles as a Security Analyst and Trustee at Argo Funds, where he conducted fundamental security analysis and contributed to the investment committee’s decision-making, and served as a Financial Analyst at Airbus Defence and Space, further broadening his analytical skill set and understanding of corporate finance.

Lucas holds a Bachelor of Science in Business Administration (Finance) with a minor in Management from the University of West Florida College of Business, and is recognized for his client-focused approach in portfolio strategy and retirement planning. His contributions include developing diversified model portfolios and implementing effective asset allocation across consumer services, finance, and growth equity sectors, helping clients achieve wealth preservation and retirement objectives.