EQIS, a Freedom Advisors Company
Andrew Lucich has extensive experience in the field of compliance and risk management. Andrew currently serves as the Chief Compliance Officer at EQIS, a Freedom Advisors Company. Prior to this, they held the same role at 3D/L Capital Management.
Before joining 3D/L Capital Management, Lucich worked as a Compliance Officer at Brown Advisory. Andrew previously served as the Chief Compliance Officer at Highmount Capital, LLC, where they contributed their expertise from 2010 to 2015.
Lucich's earlier roles include Chief Compliance/Operations and Risk Management Officer at both Capital Formation Group and Family Capital Trust Co., NA. Andrew also worked as an Associate Managing Director in Trust & Fiduciary Management Services at Boston Advisors. Andrew'scareer began as a Research Associate/Registered Rep at Advest, Inc.
With a strong background in compliance and risk management, Lucich's experience spans multiple organizations over the years.
Andrew Lucich has a Bachelor of Science degree in Finance/Economics from UMass Boston. Andrew also pursued an MBA in Finance from Suffolk University - Sawyer Business School. However, the exact years of study or graduation dates are not provided.
This person is not in any offices
EQIS, a Freedom Advisors Company
EQIS provides a comprehensive asset management platform that delivers sophisticated investment solutions for financial advisers to streamline and simplify the investment business for savvy financial advisors. It also provides wealth management, financial advisory, and turnkey asset management services through a fee-based asset management platform(TAMP) serving financial advisors by providing investors access investment strategies historically available only to high net worth individuals and institutions.