Lucas Ward

About

As a seasoned financial modeler, Lucas brings over 10 years of experience as an equity research analyst focusing on electronics and semiconductors for Hambrecht & Quist, Goldman Sachs, and JPMorgan. His responsibilities have included interviewing management teams, producing earnings estimates, writing investment research, making investment recommendations, engaging with institutional investors, organizing events for investors, mentoring junior analysts, and making media appearances. Currently, Lucas is a Senior Research Analyst at Ascendiant Capital Markets, covering small caps in life sciences and other sectors. In addition to his equity research experience, Lucas has spent the past three years consulting for startups in real estate, pharmaceuticals, automotive, logistics, finance, mobile apps, beauty, education, and SaaS software. His role typically involves detailed financial projections, valuation, investor presentations, and fundraising advice. Lucas has created detailed models for over 100 companies in sectors ranging from tech to healthcare, and is particularly experienced in the production of complex, 3-statement financial models and pro forma projections. Lucas' professional qualifications include FINRA Series 7, 63, 66, and 87 securities registrations. In addition, Lucas is fluent in Mandarin and Italian, having lived in Europe and Asia for over 2 decades.