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Lucas Mansberger, CFA®, CFP®, CAIA®

Investment Strategy / Sustainable Investing

Lucas Mansberger is the Senior Advisor and Investment Strategist at Breakwater Capital, LLC.35 He is based in Kalamazoo, Michigan.35 Lucas utilizes his experience in investment advice and.2 He is a CFA®, CFP®, and CAIA.23 His email is lucas@breakwater.capital.4

Breakwater Capital seeks to create a positive impact through their work and relationships, focusing on financial and social outcomes.1 They offer guidance to help clients create wealth.1 Their core values include serving others, prioritizing the needs of clients and the community, bringing expertise and creative planning, spending time doing what they love, listening deeply, and approaching conversations with an open mind.1 They are committed to maintaining high professional standards, embracing sustainability, and working towards a more equitable society.1

Highlights

Dec 9 · linkedin

I am excited to announce my appointment as a trustee of the Kalamazoo Community Foundation! It is an honor to join them and help further their mission to mobilize people, resources and expertise to advance racial, social and economic justice in our region and beyond.

#kalamazoo #kalamazoocounty #communityfoundation

Oct 25 · linkedin

Friends and colleagues in southwest Michigan! Come grab a quick drink and a bite at a professional advisor happy hour to mingle and learn more about an inspiring and transformational project in downtown Kalamazoo.   November 3rd KNAC (315 W Michigan Ave) 4:30pm   Additional details and a link for RSVPing to the event can be found in the attached invitation as well as below.   We look forward to seeing you there!

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Lucas Mansberger, CFA®, CFP®, CAIA®
Lucas Mansberger, CFA®, CFP®, CAIA®, photo 1
Lucas Mansberger, CFA®, CFP®, CAIA®, photo 2
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Location

Kalamazoo, Michigan, United States