Stuart E. Lucas

Chairman and Chief Investment Officer

Stuart is the founder, Chairman and Chief Investment Officer of Wealth Strategist Partners, an investment advisor to selected families and entrepreneurs specializing in the management of long-term taxable wealth. Stuart has worked as an investment professional for over 30 years.

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), General Manager of European operations of Wellington Management Company, and Assistant Portfolio Manager of a Forbes Honor Roll mutual fund.

Stuart is Adjunct Professor of Finance at the University of Chicago Booth School of Business. His book, Wealth: Grow It and Protect It (FT Press, 2013), in its second edition, has been published on three continents. He is the author of numerous articles on investing and wealth management.

Stuart is Chairman of the Investment Committee of National Public Radio and board member of the NPR Foundation. He is also Vice Chairman of the Board and co-chairs the investment committee of the Stuart Foundation, a $500 million foundation dedicated to improving public education in California and Washington State.  He has a B.A. with honors from Dartmouth College, an M.B.A. from Harvard Business School, and is a Chartered Financial Analyst.  He and his wife, Susan, have three children and live in Chicago.

 

WSP’s investment strategies, like all investment strategies, involve the risk of loss. Past performance is not indicative of future results.