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Stuart E. Lucas
Co-Managing Partner
Stuart co-founded Wealth Strategist Partners as the institutional 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. That origin shapes how he works with every client.
Stuart is a recognized authority on sustainable family wealth management and taxable investing. He designed and directs the University of Chicago Booth School of Business’s Private Wealth Management executive education program—now in its 20th year—and serves on the steering committee of the Booth Family Office Initiative. He is the author of Wealth: Grow It and Protect It and The Taxable Investor’s Manifesto.
Previously, Stuart was Senior Managing Director of the Ultra-High Net Worth Group at Bank One (now JP Morgan Chase); director of a multi-family office in Paris; General Manager of European operations of Wellington Management Company in London; and Assistant Portfolio Manager of a Forbes Honor Roll mutual fund.
Stuart is Vice Chairman of the Board and chairs the Investment Committee of the Stuart Foundation (California) and is the immediate past chair of the Investment Committee of the National Public Radio Foundation. He holds a B.A. with honors from Dartmouth College, an M.B.A. from Harvard Business School, and is a Chartered Financial Analyst.
*Please Note:
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.