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VP, Assistant Treasurer, Fund Accounting, Financial Reporting, Tax · Touchstone Advisors Inc

Teresa A. Lucas

CRD 3103059 · Named on Form ADV at one SEC-registered adviser

At a glance

Touchstone Advisors Inc, an SEC-registered asset manager based in Cincinnati, OH with $31.1 billion in regulatory assets, lists Teresa A. Lucas on its Form ADV as VP, Assistant Treasurer, Fund Accounting, Financial Reporting, Tax.

Firms and roles

  • Touchstone Advisors IncVP, Assistant Treasurer, Fund Accounting, Financial Reporting, TaxAsset manager · Cincinnati, OH · $31B in regulatory assets

AtlasMembers

Teresa’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Colleagues named on the same filings (18)

13 more people named with Teresa on the same filings, with titles and firms. Free in Atlas with a free account.

See all 18 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Teresa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.