Jerome Lucas

Jerome D. Lucas is a Partner and Advisor at Summit Trail Advisors, based in New York, NY, where he leverages over 40 years of wealth management, investment banking, and capital markets experience to serve ultra-high-net-worth clients. In his current role, he is responsible for advising clients on complex investment strategies, family office solutions, and multi-asset portfolio management, with a particular focus on alternative investments and integrated wealth planning. His investment expertise spans across equities, fixed income, private markets, and capital markets transactions, drawing on deep experience at leading financial institutions.

Prior to joining Summit Trail Advisors, Mr. Lucas held senior positions at Barclays Capital Inc, Purshe Kaplan Sterling Investments, and Summit Trail Securities LLC. Throughout his career, he has been recognized for building successful advisory teams, structuring large transactions, and executing sophisticated estate and succession strategies for high-profile families and individuals.

Jerome Lucas’s substantial contributions to the investment industry include navigating market cycles to preserve and grow client wealth, leading major transitions of advisory groups, and integrating innovative investment solutions into family office practices. While specific educational credentials are not publicly available, his extensive professional track record underscores deep expertise in wealth management, capital markets, and multi-generational asset preservation.