Lucas Whelan

Lucas Whelan

  • Capital Markets Senior Analyst
  • CLA Minneapolis
  • CliftonLarsonAllen Wealth Advisors, LLC

Education

University of Minnesota - Carlson School of Management (BS, Accounting and Finance)

Overview

Lucas Whelan is a Capital Markets Senior Analyst, working to enhance the firm's service capabilities to developers, owner/operators and investors in real estate. With more than 5 years of transaction experience on the buy-side and sell-side, he is responsible for capital markets services to current and new CLA clients.

Lucas provides various consulting services to our real estate clients, assisting in project due diligence, reviewing sponsor financial models and analysis of investment structure for CLA clients engaged for capital markets services.

Upcoming speaking engagements

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Resources and event materials

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