Jerry Lucas

Jerry Lucas is a Partner at Summit Trail Advisors based in Cold Spring Harbor, NY, where he leverages more than four decades of wealth management, investment banking, and capital markets experience to advise high-net-worth clients and families. He plays a central role in developing tailored wealth strategies, focusing on holistic financial planning and the management of diversified investment portfolios. His work at Summit Trail emphasizes building lasting client relationships, strategic asset allocation, and risk mitigation for ultra-high-net-worth individuals.

Previously, Lucas served as Managing Director at Barclays from 2008 to 2015 and at Lehman Brothers from 1984 to 2008, providing multi-asset class advisory with particular expertise in equities, fixed income, and private alternative investments. Across these roles, he gained extensive experience executing complex capital markets transactions and leading teams that managed significant client assets, notably transitioning a $1 billion group from Barclays to Summit Trail Advisors in 2015. His sector expertise spans public markets, private equity, and hedge funds, as well as estate and succession planning for wealth management clients.

Lucas holds a BS in Finance from Boston College and an MBA in Accounting and Finance from the University of Chicago Booth School of Business. Renowned for his long-term client partnerships and deep industry knowledge, he is recognized for his ability to navigate evolving investment landscapes and deliver comprehensive solutions for sophisticated investors.