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James Lucas, CFA

Vice President, Research Analyst

Summary

Location:

San Mateo, California, United States

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James Lucas is a vice president and research analyst for Franklin Templeton Fixed Income - Municipal Bonds in San Mateo, California, United States. Mr. Lucas is responsible for research and analysis of land secured municipal bonds (Mello-Roos and Special Assessment Bonds).

Mr. Lucas has over 26 years of experience in the financial services industry. He joined Franklin Templeton in 1994 as a retirement plans phone representative.

Mr. Lucas holds a bachelor of arts in business administration from Chaminade University of Honolulu. He is a Chartered Financial Analyst (CFA) charterholder, and a member of the CFA Society of San Francisco, the National Federation of Municipal Analysts, the California Society of Municipal Analysts, and the San Francisco Municipal Bond Club.