Faculty & Research

Stuart E. Lucas

Adjunct Professor of Finance

Address :
5807 South Woodlawn Avenue
Chicago, IL 60637

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

Additionally, Lucas teaches Wealth and Family Enterprise Management at the MBA level, and designed and teaches the Private Wealth Management executive education program, exclusively for wealth owners, for 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 and has been used in both the Chicago Booth and Wharton Schools' Private Wealth Management programs. He is the author of numerous articles on investing and wealth management, including "The 50% Rule."

Lucas founded WSP in 2004 as the successor to his family's investment platform; the family remains a client of WSP. Previously, he 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.

In addition to serving his private clients, Lucas 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 and child welfare in California and Washington. He has a B.A. with honors from Dartmouth College, an M.B.A. from Harvard Business School, and is a Chartered Financial Analyst.

 

2016 - 2017 Course Schedule

Number Name Quarter
35140 Wealth and Family Enterprise Management 2017 (Spring)

Wealth: Grow It and Protect It; FT Press 2013. (Second Edition of Wealth: Grow It, Protect It, Spend It and Share It.)

Wealth: Grow It, Protect It, Spend It and Share It; Wharton School Publishing, 2006. Translated and published in Mandarin Chinese, Spanish and Russian. Approximately, 25,000 copies sold worldwide.

Pick Your Battles: The Intersection of Investment Strategy, Tax, and Compounding Returns (Journal of Wealth Management; Volume 19, No.2)

“’We’re In A Low Return Environment’: So What’s An Investor To Do?”, published on Wealth Strategist Partners, LLC website September 2014.

“The 50% Rule”, published on Wealth Strategist Partners, LLC website April 2014

“Managing the Mature Family Enterprise For Success”, Family Business Magazine, July/August 2012

“Managing Paradox” with David Lansky, Family Business Magazine, Spring 2010

“About to Sell The Family Business?: 5 Points to Ponder”, STORM Magazine (Singapore), August, 2009

“Advice for the Adviser” Wealth Magazine (Singapore), September 2008

“Overcoming Entropy”, Worth Magazine, August 2006

“Strategic Wealth Management”, Personal Excellence Magazine, March 2006

WSP Workbook Series “Investment Policy Development” and “Wealth Management Performance Reporting”, published in-house by Wealth Strategist Partners, LLC, 2010