WORLD CLASS TALENT AND CREATIVE MEDIA
For many years, Stuart Lucas has lived a double life, both as a member of one of America's wealthy
families and as a senior executive in prestigious investment and wealth management firms.
Today, Lucas is Chairman of Wealth Strategist Network LLC—an independent provider of strategic
wealth management educational services to individuals, families, and financial institutions.
Mr. Lucas also manages his own family's wealth; practicing what he preaches to others. He ran his
family's investment office from 1995 to 2001 and now shares that responsibility with several family
members. With his guidance, the family has reconfigured the family office, given it focus and strategic
direction, rebuilt its economic engine to grow family wealth, restructured advisory relationships,
improved family communications/wealth education and strengthened estate planning.
Mr. Lucas was formerly Senior Managing Director of the Ultra-high Net Worth Group within Private
Client Services at Chicago-based Bank One. This Group served the approximately 150 private clients
with assets at the bank in excess of $25 million. During the 1980s he worked for Wellington Management
Company, a wealth management firm, serving for three years as General Manager of the firm's European
business operations and, prior to that, as assistant portfolio manager of a Forbes Honor Roll mutual fund.
Between 1989 and 1994 he also worked in the private equity business in both Europe and the United
Mr. Lucas has a long-standing commitment to public service that complements his work with families. He
is Vice Chairman of the National Public Radio Foundation in Washington, D.C. He is also Vice
Chairman of the Stuart Foundation in San Francisco. He serves on both foundations’ investment
committees, overseeing approximately $700 million. He serves on the Board of the University of
Chicago Laboratory Schools and on its Development Committee. In the past, he served on the Board of
Visitors of the Rockefeller Center at Dartmouth College and on the Auxiliary Board of the Art Institute of
He is the author of Wealth: Grow It, Protect It, Spend It, and Share It, published in February 2006.
Mr. Lucas is a fourth-generation heir of E.A. Stuart, founder of the Carnation Company, best known as
the maker of such all-American food products as Carnation evaporated milk and Friskies cat food. In
1985, the Stuart family sold Carnation to Nestlé.
Mr. Lucas graduated from Dartmouth College with High Honors in 1981, from Harvard Business School
in 1989, and is a Chartered Financial Analyst. He is married with three children.
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