As Director, Portfolio Services, Lucas Felbel leads the implementation, monitoring and evaluation of trading activities at Dynamic Advisor Solutions.
Prior to this role, he held the position of Manager, Portfolio Services, where he was responsible for process and service improvements across the Portfolio Services team, as well as expansion of the team’s portfolio management capabilities. Under Felbel’s leadership, Dynamic’s Portfolio Services team has established and achieved high efficiency ratings for rebalance and case management deliverables.
Felbel joined Dynamic in April 2020 as a Portfolio Services associate from M.S. Howells & Co., a broker-dealer in Scottsdale, Ariz., where he worked with RIAs and hedge funds, trading in equity, fixed income, options and other securities.

Prior to that, he had a successful college hockey career at Arizona State University, where he graduated Magna Cum Laude, earning two Bachelor of Science degrees in Finance and Marketing. In his spare time, Felbel can be found poolside with friends and family in Arizona, taking in the state’s scenic golf courses, or relaxing in Canadian cottage country in his home province of Manitoba.