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Melissa Lucas
Client Chief Investment Officer
Melissa Lucas is a results-driven financial professional with over twenty years of experience dedicated to managing the investment needs of extended families. Currently, she holds the position of Chief Investment Officer for one family's trusts, Co-Chief Investment Officer for another family's investment vehicles, and acts as an Investment Advisor to an individual. Prior to her family-focused roles, Melissa spent close to ten years at subsidiaries of The Capital Group, where she started as an investment analyst and progressed to being an investor in the healthcare and chemical sectors. Her career began at Merck & Co. as a biochemist after earning her AB in Biochemical Sciences from Princeton University.
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Location
Los Angeles, California
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Melissa Lucas
Managing Director, Family Wealth at True North Advisors
Benjamin W.
Head of East Coast and Managing Director, ORIX Growth Capital | Ex-Brex, General Catalyst and Fortress
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Mutual Connections
See who you know in common with Melissa