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Wealth: Grow It, Protect It, Spend It, and Share It (Paperback) Paperback – July 23 2007

4.2 out of 5 stars 12 ratings

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Product description

About the Author

Stuart E. Lucas is Chairman of Wealth Strategist Network LLC, and Principal at his family's investment office. He is also an heir to the Carnation Company fortune, started by E.A. Stuart. He is building communities of individuals and families interested in becoming more informed, thoughtful, and effective overseers of their good fortune. As Senior Managing Director with Bank One, he oversaw the firm's high-end private client business. He started his career at Wellington Management Company as Assistant Portfolio Manager of the Over-the-Counter Securities Fund, twice a Forbes Honor Roll fund during his tenure. He is Vice-Chairman of the NPR Foundation, holds an MBA from Harvard and is a CFA.

Product details

  • Publisher ‏ : ‎ FT Press; 1st edition (July 23 2007)
  • Language ‏ : ‎ English
  • Paperback ‏ : ‎ 384 pages
  • ISBN-10 ‏ : ‎ 0132350114
  • ISBN-13 ‏ : ‎ 978-0132350112
  • Item weight ‏ : ‎ 481 g
  • Dimensions ‏ : ‎ 15.24 x 2.54 x 22.86 cm
  • Customer Reviews:
    4.2 out of 5 stars 12 ratings

About the author

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Stuart Lucas is the author of the highly-acclaimed book: Wealth: Grow It and Protect It, published in Chinese, Russian, and Spanish. He has lived a double life, both as a member of a wealthy family and as a senior executive in prestigious investment and wealth management firms.

Stuart is the Chairman of Wealth Strategist Partners LLC, a consultant to individuals and families of exceptional wealth. Prior to founding Wealth Strategist Partners, he was the Senior Managing Director of the Ultra-High Net Worth Group within Private Client Services at Bank One (now JP Morgan Chase). Earlier in his career, Stuart served as general manager of Wellington Management Company's European operations and as the Assistant Portfolio Manager of a Forbes Honor Roll mutual fund.

An accomplished speaker and educator, Stuart designed and teaches the Private Wealth Management executive education program for the University of Chicago Booth School of Business, held in Chicago and Madrid. He is the author of numerous articles on wealth management, including "The 50% Rule" and "We're in a Low Return Environment": So What's an Investor to Do?

Stuart has a long-standing commitment to public service that complements his work with families. He serves as immediate past Chair of the National Public Radio Foundation Investment Committee, and Co-Chair of the Stuart Foundation Investment Committee. Stuart graduated from Dartmouth College (BA), Harvard Business School (MBA), and is a Chartered Financial Analyst. He is married and has three children.

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4.2 out of 5 stars
4.2 out of 5
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5.0 out of 5 stars Don't retire without reading this book!
Reviewed in the United States on April 24, 2015
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Big sexy
4.0 out of 5 stars Stuart's life lessons.
Reviewed in the United States on April 1, 2008
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Brian Petula
4.0 out of 5 stars Good for the Basics
Reviewed in the United States on May 19, 2008
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Michael H. Douvadjian
5.0 out of 5 stars New condition amd prompt delivery
Reviewed in the United States on April 19, 2022
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Reviewed in the United States on April 14, 2019
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