Stuart E. Lucas
AUTHOR

Stuart E. Lucas

Investing & Trading Inspiring Taxation
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Stuart Lucas is the author of the highly-acclaimed book: Wealth: Grow It and Protect It, published in Chinese, Russian, and Spanish. He has lived a double life, both as a member of a wealthy family and as a senior executive in prestigious investment and wealth management firms. Stuart is the Chairman of Wealth Strategist Partners LLC, a consultant to individuals and families of exceptional wealth. Prior to founding Wealth Strategist Partners, he was the Senior Managing Director of the Ultra-High Net Worth Group within Private Client Services at Bank One (now JP Morgan Chase). Earlier in his career, Stuart served as general manager of Wellington Management Company's European operations and as the Assistant Portfolio Manager of a Forbes Honor Roll mutual fund. An accomplished speaker and educator, Stuart designed and teaches the Private Wealth Management executive education program for the University of Chicago Booth School of Business, held in Chicago and Madrid. He is the author of numerous articles on wealth management, including "The 50% Rule" and "We're in a Low Return Environment": So What's an Investor to Do? Stuart has a long-standing commitment to public service that complements his work with families. He serves as immediate past Chair of the National Public Radio Foundation Investment Committee, and Co-Chair of the Stuart Foundation Investment Committee. Stuart graduated from Dartmouth College (BA), Harvard Business School (MBA), and is a Chartered Financial Analyst. He is married and has three children.
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