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Lucas Pelner is an accomplished finance professional currently serving as an Associate at Chartwell Financial Advisory since July 2020, where previous titles included Senior Analyst and Analyst. Prior experience includes a role as a Portfolio Monitoring Analyst Intern at U.S. Bank, where Lucas supported corporate and commercial banking activities, prepared financial reports, and developed analytical skills. Earlier, as a Financial Planning & Analysis Intern at CSM Corporation, Lucas contributed to enhancing management decision-making through reporting and analysis. Lucas holds a Bachelor of Science degree in Finance with a minor in Accounting from the University of Minnesota - Carlson School of Management, obtained in 2020.