Ambur Lucero

Ambur Lucero is a seasoned financial operations professional with over 15 years of experience in the financial services industry. Her career foundation was built in large-scale banking environments, where she developed deep expertise in operational accuracy, compliance support, and internal process development.

In her current role, Ambur plays a central role in the firm’s day-to-day operations, working closely with advisors, accounting, and leadership to ensure accuracy, efficiency, and regulatory alignment across client onboarding, portfolio reporting, billing systems, and SEC documentation. She is known for being highly detail-oriented and process-driven, with a particular strength in building workflows, checklists, and systems that keep complex financial operations running smoothly. Her work often bridges the gap between compliance requirements and real-world execution, helping the firm scale while maintaining a high standard of care for clients.

Outside of her professional work, Ambur is a wife and mom of three, balancing a busy household with a strong commitment to structure, accountability, and long-term planning. Whether supporting her team or managing the many moving pieces of daily life, she is motivated by building systems that last and creating clarity in complex environments.