Stuart E. Lucas
Stuart co-founded Wealth Strategist Partners as the successor to his family’s investment platform, formed following the sale of Carnation Company, the business founded by his great-grandfather. WSP continues to advise the family.
Stuart is an acclaimed expert, author, and teacher in managing wealth sustainably in families, and in taxable investing. In addition to his leadership of WSP, Stuart designed and directs the University of Chicago Booth School of Business Private Wealth Management continuing education program, which has served over 1,000 individuals and families in the 15 years since the course’s inception. His first book, Wealth: Grow It and Protect It (FT Press), published in 2006, is still in print. His latest book, The Taxable Investor’s Manifesto (Wiley) was published in May 2020. He is the author of numerous articles on investing and wealth management, most recently “The 50% Rule” and “Pick Your Battles” (Journal of Wealth Management.
Previously, Stuart was the Senior Managing Director of the Ultra-High Net Worth Group within Private Client Services at Bank One (now JP Morgan Chase); director of a multi-family investment office in Paris, France; General Manager of European operations of Wellington Management Company in London, England; and Assistant Portfolio Manager of a Forbes Honor Roll mutual fund.
Stuart is Vice Chairman of the Board and co-leads the Investment Committee of the Stuart Foundation, a California-based foundation.
He has a B.A. with honors from Dartmouth College, an M.B.A. from Harvard Business School, and is a Chartered Financial Analyst.
Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealth Strategist Partners is engaged, or continues to be engaged, to provide services.