Profile
Prior to joining Stafford Capital Management in 1998, Mr. Lucas was vice president of Merrill Lynch, an Associate at Smith Barney and McKinsey & Co.
Mr. Lucas graduated from The Wharton School at the University of Pennsylvania with a MBA in 1992.
Former positions of John W. Lucas
Companies | Position | End |
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Stafford Capital Management LLC
Stafford Capital Management LLC Investment ManagersFinance Stafford Capital Management LLC (SCM) is an independent wealth management firm headquartered in Sausalito, California. The firm was founded by Robert Stafford in 1986. SCM provides separate account management for high-net worth individuals and families, trusts, small corporations, and business entities. | Director of Research - Equity | 2008-04-29 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | 1996-12-30 |
Smith Barney, Inc.
Smith Barney, Inc. Investment Banks/BrokersFinance Smith Barney, Inc. is a broker/dealer located in New York City. The firm is a subsidiary of Citigroup Global Markets Holdings, Inc. and their ultimate parent is Citigroup, Inc. The firm provides an array of trading and execution services for their clients. They do not provide any internal research | Corporate Officer/Principal | 1995-12-30 |
McKinsey & Co., Inc.
McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Corporate Officer/Principal | 1993-12-30 |
Pacific Asset Partners
Pacific Asset Partners Investment ManagersFinance Pacific Asset Partners is a hedge fund manager headquartered in San Francisco, California. The firm was founded by Robert “Bob” Stafford in 1989 and is subsidiary of Stafford Capital Management LLC. They manage a dedicated long-short small and micro-cap hedge fund. | Corporate Officer/Principal | - |
Experiences
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1st degree companies
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Female
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Linked companies
Private companies | 5 |
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Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Stafford Capital Management LLC
Stafford Capital Management LLC Investment ManagersFinance Stafford Capital Management LLC (SCM) is an independent wealth management firm headquartered in Sausalito, California. The firm was founded by Robert Stafford in 1986. SCM provides separate account management for high-net worth individuals and families, trusts, small corporations, and business entities. | Finance |
McKinsey & Co., Inc.
McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Commercial Services |
Smith Barney, Inc.
Smith Barney, Inc. Investment Banks/BrokersFinance Smith Barney, Inc. is a broker/dealer located in New York City. The firm is a subsidiary of Citigroup Global Markets Holdings, Inc. and their ultimate parent is Citigroup, Inc. The firm provides an array of trading and execution services for their clients. They do not provide any internal research | Finance |
Pacific Asset Partners
Pacific Asset Partners Investment ManagersFinance Pacific Asset Partners is a hedge fund manager headquartered in San Francisco, California. The firm was founded by Robert “Bob” Stafford in 1989 and is subsidiary of Stafford Capital Management LLC. They manage a dedicated long-short small and micro-cap hedge fund. | Finance |
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