Who's Moving Where In Wealth Management? - Hercules Investments

Editorial Staff

27 March 2020

Hercules Investments
Hercules Investments, a Los Angeles-based RIA, has appointed Joe Pastore and Anthony Lucchesi, both as vice presidents of wealth management.

Prior to joining Hercules Investments, Pastore served as VP and financial advisor for Morgan Stanley Wealth Management and senior portfolio manager for Merrill Lynch from October 2002 to February 2013. In a previous role, he managed a hedge fund at Wilshire Associates aimed at its high net worth and pension fund clients.

Pastore has more than 37 years of experience in the investment industry and holds Series 7 and Series 65 licenses. He is also a Chartered Retirement Planning Counselor , a Certified Divorce Financial Analyst as well as a Financial Planner.

Prior to joining Hercules Investments, Lucchesi served as a financial consultant and investment representative at Fidelity Investments, and a senior investment counselor for T Rowe Price, between April 2008 and September 2012. Lucchesi has more than 11 years of experience in the investment industry and holds Series 7 and Series 66, and CA Life and Health licenses.

Among other accomplishments, Pastore has a master of business administration in finance from Pace University and a bachelor of arts from New York University. He is also author of several books including: How to Profit from the Stock Market Volatility and The Investment Handbook.

Lucchesi has a masters in MBA – finance and a bachelor's degree in business administration, accounting and finance from the American InterContinental University.

Hercules applies quantitative research to build and manage customized portfolios for investors seeking maximum growth. Hercules offers qualified client's market neutral portfolio management executed primarily through domestic index options. Hercules' portfolios are designed to achieve aggressive gains whether markets are rising or falling.