John Lucas
Managing Director
Portfolio Management Director

With more than 30 years of experience advising affluent families, entrepreneurs, and business owners, John joined Alex. Brown bringing a deep commitment to personalized wealth management and sophisticated portfolio guidance. Throughout a distinguished career spanning some of the industry's most respected firms, John has developed extensive experience in helping clients navigate complex financial decisions while pursuing their long-term goals.
Prior to joining Alex. Brown, John worked at UBS, Credit Suisse, Donaldson, Lufkin & Jenrette, and Smith Barney, serving a diverse clientele that includes successful executives, business founders, and multi-generational families. As a Financial Advisor, he takes a disciplined, client-focused approach to investment management, tailoring strategies to each client's unique objectives, risk tolerance, and financial circumstances.
John earned a Bachelor of Arts degree from Drew University and a Master of Business Administration from Thunderbird School of Global Management. He holds the Securities Industry Essentials (SIE), Series 7, Series 63, and Series 65 licenses.
At Alex. Brown, John leverages the firm's boutique service model, extensive resources, and longstanding tradition of excellence to deliver customized wealth management solutions and exceptional client service.
