![James Lucania](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
James Lucania
Director of Finance/CFO at
HEALTHEQUITY, INC.
Net worth: 4 M $ as of 31/05/2026
Profile
James M.
Lucania is currently Chief Financial Officer & Executive Vice President at HealthEquity, Inc. since 2023.
Former positions include Associate Director at Levine Leichtman Capital Partners, Inc., Associate at Miller Buckfire & Co. LLC, Analyst at Dresdner Kleinwort & Wasserstein, Inc. from 2001 to 2002, and Chief Financial Officer & Senior Vice President at Checkpoint Systems, Inc. from 2015 to 2016.
Education includes undergraduate studies at The College of Arts & Sciences and The Wharton School of the University of Pennsylvania, and an MBA from UCLA Anderson School of Management.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
HEALTHEQUITY INC 0.05% | 06/05/2026 | 40,792 ( 0.05% ) | 4 M $ | 31/05/2026 |
James Lucania active positions
| Companies | Position | Start |
|---|---|---|
| HEALTHEQUITY, INC. | Director of Finance/CFO | 31/07/2023 |
Former positions of James Lucania
| Companies | Position | End |
|---|---|---|
| CHECKPOINT SYSTEMS, INC. | Director of Finance/CFO | 13/05/2016 |
Miller Buckfire & Co. LLC
 Miller Buckfire & Co. LLC Investment ManagersFinance Provides restructuring advisory services | Corporate Officer/Principal | 31/12/2006 |
Dresdner Kleinwort & Wasserstein, Inc.
 Dresdner Kleinwort & Wasserstein, Inc. Investment ManagersFinance Provides financial restructuring services | Corporate Officer/Principal | 31/12/2002 |
Levine Leichtman Capital Partners, Inc.
 Levine Leichtman Capital Partners, Inc. Investment ManagersFinance Levine Leichtman Capital Partners invests in lower and middle market companies located in the United States with revenues of less than USD 50 million for lower market, revenues of USD 50 - 250 million for middle market, and Europe with revenues of less than EUR 25 million. The fund focuses on companies with operations in the fields of business services, education & training, franchising & multi unit and engineered products. It provides financing in the form of debt and equity for acquisitions and growth capital requirements. The fund acquires non controlling positions and makes follow-on investments. | Corporate Officer/Principal | - |
Training of James Lucania
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
33
1st degree connections
8
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
Checkpoint Systems, Inc.
 Checkpoint Systems, Inc. Electronic Production EquipmentElectronic Technology Manufactures RFID systems | Electronic Technology |
Miller Buckfire & Co. LLC
Miller Buckfire & Co. LLC Investment ManagersFinance Provides restructuring advisory services | Finance |
HealthEquity, Inc.
 HealthEquity, Inc. Investment ManagersFinance Provides range of solutions for managing health care accounts | Finance |
Dresdner Kleinwort & Wasserstein, Inc.
Dresdner Kleinwort & Wasserstein, Inc. Investment ManagersFinance Provides financial restructuring services | Finance |
Levine Leichtman Capital Partners, Inc.
Levine Leichtman Capital Partners, Inc. Investment ManagersFinance Levine Leichtman Capital Partners invests in lower and middle market companies located in the United States with revenues of less than USD 50 million for lower market, revenues of USD 50 - 250 million for middle market, and Europe with revenues of less than EUR 25 million. The fund focuses on companies with operations in the fields of business services, education & training, franchising & multi unit and engineered products. It provides financing in the form of debt and equity for acquisitions and growth capital requirements. The fund acquires non controlling positions and makes follow-on investments. | Finance |
The Wharton School of the University of Pennsylvania
 The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
UCLA Anderson School of Management
 UCLA Anderson School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The College of Arts & Sciences
 The College of Arts & Sciences Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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