JL

John Lucas

Financial Advisor, Portfolio Manager, Senior Vice President - Wealth Management

John Lucas is a Financial Advisor, Portfolio Manager, and Senior Vice President of Wealth Management at UBS Financial Services, Inc., where they have been providing comprehensive wealth management since 2009. Prior to this, John held the role of Director at Credit Suisse from 1998 to 2009 and served as Vice President at Donaldson, Lufkin & Jenrette from 1998 to 2000. John earned an MBA from Thunderbird School of Global Management between 1990 and 1992 and holds a Bachelor of Science from Drew University, completed in 1988.

Location

San Francisco, United States

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