James Lucania

Finansdirektör/CFO på HEALTHEQUITY, INC.

Förmögenhet: 9 M $ per 2026-06-30

47 år

34 relationer

Finance

Consumer Services

Electronic Technology

Profil

James M.
Lucania is Chief Financial Officer & Executive Vice President at HealthEquity, Inc. since 2023.
Formerly, Mr. Lucania was Chief Financial Officer & Senior Vice President at Checkpoint Systems, Inc. from 2015 to 2016, Analyst at Dresdner Kleinwort & Wasserstein, Inc. from 2001 to 2002, Associate at Miller Buckfire & Co. LLC, and Associate Director at Levine Leichtman Capital Partners, Inc. Education includes undergraduate degrees from The College of Arts & Sciences and The Wharton School of the University of Pennsylvania, and an MBA from UCLA Anderson School of Management.

Kända innehav i offentliga företag

Företag	Datum	Antal aktier	Värdering	Värderingsdatum
HEALTHEQUITY INC 0,13 %	2026-07-08	104 617 ( 0,13 % )	9 M $	2026-06-30

Aktiva positioner av James Lucania

Företag	Position	Start
HEALTHEQUITY, INC.	Finansdirektör/CFO	2023-07-31

Alla aktiva positioner av James Lucania

Tidigare kända positioner av James Lucania

Företag	Position	Slut
CHECKPOINT SYSTEMS, INC.	Finansdirektör/CFO	2016-05-13
Miller Buckfire & Co. LLC Miller Buckfire & Co. LLC Investment ManagersFinance Provides restructuring advisory services	Företagsledare/Principal	2006-12-31
Dresdner Kleinwort & Wasserstein, Inc. Dresdner Kleinwort & Wasserstein, Inc. Investment ManagersFinance Provides financial restructuring services	Företagsledare/Principal	2002-12-31
Levine Leichtman Capital Partners, Inc. Levine Leichtman Capital Partners, Inc. Investment ManagersFinance Levine Leichtman Capital Partners invests in lower and middle market companies located in the United States with revenues of less than USD 50 million for lower market, revenues of USD 50 - 250 million for middle market and Europe with revenues of less than EUR 25 million. The fund focuses on companies with operations in the fields of business services, education & training, franchising & multi unit and engineered products sectors. It provides financing in the form of debt & equity for acquisitions and growth capital requirements. The fund acquires majority controlling positions.	Företagsledare/Principal	-

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Kopplade företag

Privata företag	8
Checkpoint Systems, Inc. Checkpoint Systems, Inc. Electronic Production EquipmentElectronic Technology Manufactures RFID systems	Electronic Technology
Miller Buckfire & Co. LLC Miller Buckfire & Co. LLC Investment ManagersFinance Provides restructuring advisory services	Finance
HealthEquity, Inc. HealthEquity, Inc. Investment ManagersFinance Provides range of solutions for managing health care accounts	Finance
Dresdner Kleinwort & Wasserstein, Inc. Dresdner Kleinwort & Wasserstein, Inc. Investment ManagersFinance Provides financial restructuring services	Finance
Levine Leichtman Capital Partners, Inc. Levine Leichtman Capital Partners, Inc. Investment ManagersFinance Levine Leichtman Capital Partners invests in lower and middle market companies located in the United States with revenues of less than USD 50 million for lower market, revenues of USD 50 - 250 million for middle market and Europe with revenues of less than EUR 25 million. The fund focuses on companies with operations in the fields of business services, education & training, franchising & multi unit and engineered products sectors. It provides financing in the form of debt & equity for acquisitions and growth capital requirements. The fund acquires majority controlling positions.	Finance
The Wharton School of the University of Pennsylvania The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
UCLA Anderson School of Management UCLA Anderson School of Management Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The College of Arts & Sciences The College of Arts & Sciences Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services