Lucas Johnson

Lucas Johnson, CFA
Alternative Investment Analyst

(877) 794-9448, x725

Lucas (Lou) Johnson joined AI Insight in 2018. He is responsible for developing AI Insight’s liquid alternative research capabilities, including new reports for advisors that enable them to compare the details and financial performance of alternative investment mutual funds.

Lou is a Chartered Financial Analyst (CFA) and was formerly a Due Diligence Analyst with National Planning Holdings, Inc., where he conducted due diligence reviews on a broad set of investments with a primary emphasis on liquid alternatives, non-traded REITs, non-traded BDCs and closed-end interval funds. Prior to that, Lou was an Investment Associate with Raymond James Financial Services, where he evaluated client portfolios, created investment proposals and conducted research and analysis on various securities.

Lou has a Bachelor of Arts degree in accounting and economics from Western State Colorado University. He currently resides in Colorado.

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