Preston Neumann 2016-11-05T00:30:45+00:00

Preston Neumann

Account Setup & Transfer Specialist

Preston Neumann joined the Lucien, Stirling & Gray team in May 2015 after graduating from Concordia University with a Bachelors of Business Administration degree in Finance.  A native of Navasota, Texas, Preston completed his course work and earned his degree in only three years while also pitching for the Concordia Tornados baseball team.

“I love competing on good teams, and I wanted to find a company where I could have an impact,” Preston says.  “Lucien, Stirling & Gray gives me an opportunity to build lasting relationships with my colleagues rather than just being another face.”

As the Trading Specialist at Lucien, Stirling & Gray, Preston works closely with our custodians to ensure everything goes smoothly when accounts are established and any time securities are bought, sold, or a portfolio is rebalanced.  He also assists the Investment Policy Committee by compiling and assembling various reports for their monthly meetings.

“I have enjoyed following the markets since high school, so assisting the Investment Policy Committee by compiling research and various reports has helped peak my financial interests”

Preston holds the FINRA Series 6, 63, and 65 licenses.

In his spare time, Preston enjoys reading, playing sports, hiking, fishing, hunting, and anything else that gets him outdoors.