Wealth grow it, protect it, spend it, and share it
| Main Author: | |
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| Format: | Books Print Book |
| Language: | English |
| Published: |
Upper Saddle River, N.J. :
Wharton School Pub.,
c2006.
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| Subjects: | |
| Tags: |
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| Physical Description: | xxxiii, 356 p. : ill. ; 24 cm. |
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| Bibliography: | Includes bibliographical references and index. |
| ISBN: | 0132366797 |
| Author Notes: | STUART LUCAS has lived a double life for 25 years, both as a member of one of America's wealthiest families and as a senior executive in prestigious wealth management and investment firms. 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 Coffee-Mate non-dairy creamer. In 1985, the Stuart family sold Carnation to Nestlè. Today, Lucas takes an active role in co-managing his family's investment office. He is also Chairman of Wealth Strategist Network LLC, an independent provider of strategic wealth management educational services to individuals, families and financial institutions. An accomplished speaker and educator, Lucas designed and teaches the Private Wealth Management executive education course at the University of Chicago. He has also been regularly featured in the news media-including CNBC, Newsweek , Bloomberg , Business Week , and Worth magazine. Formerly Senior Managing Director of the private client services group at Bank One, General Manager of the European operations of Wellington Management Company, and Assistant Portfolio Manager of a Forbes Honor Roll mutual fund, Lucas has not only managed wealth management organizations, but has also been an effective investor. Lucas holds an MBA from Harvard Business School, a BA from Dartmouth College, and is a Chartered Financial Analyst. For more information, visit this website: www.WealthStrategistNetwork.com |
