Stuart Lucas

Stuart Lucas has lived a double life for 25 years, both as a fourth-generation heir to the Carnation fortune, and as an accomplished wealth management advisor to others. Carnation—maker of such popular food products as Carnation Evaporated Milk and Coffee-Mate Non-Dairy Creamer–was a family business until it was sold to Nestlé in 1985. Today, Lucas is Chairman of Wealth Strategist Network LLC, an independent provider of strategic wealth management educational services to individuals, families and financial institutions. He is also deeply involved in managing his own family’s investments. Formerly Senior Managing Director of private client services 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. He currently serves as Vice Chairman of the National Public Radio Foundation. He holds an MBA from Harvard Business School, a BA from Dartmouth College (History), and is a Chartered Financial Analyst.