Capstone Investment Advisors

Founded in New York City in 2007, Capstone Investment Advisors is an employee-owned firm offering financial services. It primarily serves pooled investment vehicles, pension plans, and other institutional clients. The company invests globally across public equity, fixed income, and alternative markets, employing relative value volatility and structured credit strategies. They utilize a combination of fundamental and technical analysis for portfolio creation.

Joseph Lucas

Chairman, President and Partner and a Member of the Management, Compensation and Dev Steering Committee

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