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We are Lucena Research

We provide impactful quantitative research for the Financial Industry

Meaning of 'Lucena'

lucena:\ ‘lu-sena’\

  1. In chess endgame theory, a position from which checkmate is certain.
  2. A trusted Leader in data validation and Machine Learning for Investment.

Our Story

What makes Lucena unique?

We are a group of technologists who believe deep learning is transformational.

Our team represents a unique combination of academia and business acumen.

We thrive on collaborating to solve challenging problems with cross discipline experts in quantitative finance, data science and software development

Here is how Lucena began:

  • Founded by renowned Machine Learning expert Tucker Balch, Ph.D, and serial technology entrepreneur Erez Katz in 2014.
  • The two experts in their respective fields, met during an accelerator program called Flashpoint. While working together, a mutual appreciation for each other’s talent was formed.
  • Erez and Tucker decided to join forces, raise seed money, and embark on a journey to grow Lucena into a recognized powerhouse in the investment professional community.

Our Goal

Lucena aims to bridge the gap between data and actionable insights
by providing our clients with validated data and strategies they can trust.

For Data Providers

  • Accelerate your growth with an enhanced approach to data validation and insight discovery backed by AI.
  • Generate interest and new product offerings from sentiment-based data feeds or model portfolios all suited for various investment sophistications and styles.

For Investment Professionals

  • Unleash the power of predictive analytics and alternative data for investment decision making.
  • Utilize our quantitative tools to improve the performance of your existing strategies, assist in validation of new strategies, maximize the consistency of returns, and minimize volatility.

Who we work with

Our Customers & Partners

Numerous Multi-Billion Buy-Side Customers

Want to partner with us to drive success? Let us know: | 404-907-1702

Our Board

Meet Lucena’s management team

Erez Katz

Founder & CEO

Erez is the CEO and Co-Founder of Lucena Research and was instrumental in architecting Lucena’s flagship platform QuantDesk®. Prior to co-founding Lucena, Erez was the founder of Objectware Inc, an enterprise cloud software company, which was sold in 2007 to Bridgeline Digital. Erez assumed Bridgeline’s Chief Operating Officer through 2011 and was instrumental in its growth and ultimately I PO on the Nasdaq stock exchange. Today, Erez utilizes his expertise in machine learning technology to help investment professionals generate Alpha, minimize risk in their portfolios and generate new investment ideas using predictive analytics and machine learning technology. With Erez’s leadership, Lucena’s mission is to bring awareness to the power of machine learning and connect alternative data providers and investment professionals seeking to harness the power of advanced predictive analytics. Erez received his Bachelor of Science in Business Administration from Baruch College in NYC in 1993 …READ MORE

Del Ross

Board Member

Del has worked as a Senior Advisor for McKinsey & Co for the past three years, serving as an expert consultant in support the growth strategies of Fortune 200 companies around the world. Earlier, he developed go-to-market programs for technology firms serving the travel industry. From 2001-2013 he served as the head of sales and marketing for IHG Americas. Prior to his time at IHG, Del was the founder and CEO of venture-backed startup, Nexchange Corporation. He also served as a Financial Officer at MBNA America. In addition to his consulting work, Del serves on the board of directors or advisors for several early-stage technology companies serving various consumer and financial industries. Del received his Bachelor’s degree from Georgetown University and MBA from the Wharton School at the University of Pennsylvania. …READ MORE

Sig Mosley

Board Member

Sig Mosley is the Managing Partner of Mosley Ventures. Sig is also a director of The Imlay Foundation, Inc. and serves as Vice Chairman of Imlay Investments, Inc. Mr. Mosley is also a director of GATV, the CEO Council and TAG. He also serves on the investment committee of Gray Ghost DOEN Social Ventures Cooper and on the GRA Venture Fund Board. Mr. Mosley is managing member of Flashpoint Investors, LLC. Sig was inducted into the Georgia Technology Hall of Fame in 2007 and has received many awards including the Lifetime Achievement award from TiE is 2011. He is a member of the Invest Georgia Roundtable, a joint venture capital initiative by the House, Senate and private industry leaders. Sig received his Bachelor of Business Administration from Emory University in 1968 …READ MORE

Bruce Fike

Board Member

Bruce Fike serves as a crucial advisor and board member for Lucena Research. Bruce lends his expertise to multiple profit and non profit companies in Atlanta such as: IHG, Mather Economics, The Center for Puppetry Arts and the Georgia Land Conservancy. Prior to joining Lucena Research, Bruce served as an officer with The J. M. Smucker Company and President at Barton Protective Services. He has international experience in the UK and Pacific Rim that includes Singapore, Tokyo and Osaka. Bruce received his education at University of Akron, Business and Math; Kellogg Graduate Program at Northwestern: Strategic Studies Executive Program; Harvard Business School Global AgriEconomics Executive Program; attended University of Tennessee School of Law …READ MORE

Kevin Raffety

Board Member

Kevin is CEO and Board Member of Financeware, a Fintech platform dedicated to serving the wealth management industry. Kevin also continues to serve as the CEO for VMS, an operating unit within Financeware. Before joining VMS in 2015, Kevin was President, COO and Board Member for Backstop Solutions Group. Prior to Backstop, Kevin spent over 20 years at SunGard, most recently as President of SunGard Wealth Management and CEO of SunGard’s Brokerage Services Group. Kevin had strategic and P&L responsibility for over $400 million in revenue across 7 business units at SunGard (now FIS). Kevin brings more than three decades of technology innovation and leadership to the Lucena Research Board. …READ MORE

Our Team

Meet Lucena’s diverse and talented team

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