Stuart Lucas has lived a double life, both as a senior executive in prestigious investment and wealth management firms and as a fourth-generation member of one of America's wealthy families. Today, he is Chairman of Wealth Strategist Network LLC - an independent provider of strategic wealth management educational services to individuals, families and financial institutions. Author of Wealth: Grow It, Protect It, Spend It and Share It, Stuart Lucas has been featured in the television, radio, print and electronic news media including CNBC, Newsweek, Worth and Business Week. As a fourth-generation heir of E.A.Stuart, founder of the Carnational Company, he co-manages his family’s investment office and is Investment Advisor to several family investment vehicles. Mr. Lucas was formerly the Senior Managing Director of the Ultra-High Net Worth Group within Private Client Services at Bank One, General Manager of the European operations of Wellington Management Company, and the Assistant Portfolio Manager of a Forbes Honor Roll mutual fund. With a long-standing commitment to public service, Stuart serves on the boards of the National Public Radio Foundation, the Stuart Foundation, and the University of Chicago Laboratory Schools. Mr. Lucas holds a bachelor's degree from Dartmouth College, an MBA from Harvard Business School, and is a Chartered Financial Analyst.
If you are interested in learning more about TIGER 21, please complete the contact form and you will receive a copy of our most recent Asset Allocation Report.