Lucena Research 10 10th Street NW
Suite #410
Atlanta, GA 30309
Tel: 404-907-1702
Fax: 404-751-0132  

Who We Are

Erez Katz


erez katz, ceo and co-founder of lucena researchErez Katz is an accomplished serial entrepreneur and a C-level executive with a proven track record of effective leadership, instilling operation efficiencies and driving profitable growth.
Erez is the active CEO and Co-Founder of Lucena research and was instrumental in architecting and designing Lucena’s flagship product QuantDesk®. Today, Erez shares his expertise in applying Lucena’s technology to help investment professionals generate Alpha, minimize risk via portfolio optimization and construct new portfolios using predictive analytics and machine learning technology. Prior to co-founding Lucena with Dr. Tucker Balch, Erez was the founder of Objectware Inc, a web technology company, which was sold in 2007 to Bridgeline Digital. Erez was instrumental in growing Bridgeline and in its transition to the public domain on Nasdaq. Erez also assumed Bridgeline’s Chief Operating Officer through 2011.
404-907-1702, Ext. 101

Tucker Balch, Ph.D


Tucker Balch, CTO and co-founder of Lucena ResearchTucker Balch, Ph.D. is a former F-15 pilot, co-founder and CTO of Lucena Research, Inc. and professor at Georgia Tech. His research focuses on topics that range from the understanding social animal behavior to the challenges of applying Machine Learning to Finance. His online course, Computational Investing Part I, is the top online course offered by Georgia Tech with over 175,000 students enrolled. Balch earned his B.S. and Ph.D. at Georgia Tech. Tucker’s honors include the NSF CAREER Award, the Georgia Tech Outstanding Service Award and a distinguished graduate designation from the USAF in Undergraduate Pilot Training. His work has been reported in Institutional Investor, the New York Times and the New Scientist. Tucker has authored over 150 technical papers, journal articles and books, including the recent book What Hedge Funds Really Do with Philip Romero.
404-907-1702, Ext. 42