Lucas Swertloff is Global Head of Custom Policy at Broadridge Financial Solutions, where he leads the firm’s custom proxy voting policy capabilities, helping institutional investors translate their governance priorities into tailored voting approaches. He oversees a team of research subject matter experts delivering data and analytics and supports client engagement and strategy for Broadridge’s ProxyEdge platform.
Lucas joined Broadridge in 2025 from Glass Lewis, where he served as Global Director of Client Policy.