- David Lucca
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David A. Lucca Born April 6, 1957 Residence Lancaster, Pennsylvania Nationality American Education Pennsylvania State University (B.A. 1980), Dallas Theological Seminary (M.A.) Occupation Partner, Rhoads Lucca Capital Spouse Janette Lucca David A. Lucca (born April 6, 1957) is an American businessman and registered investment advisor. Lucca has been Partner with the Dallas, Texas-based independent investment advisors Rhoads Lucca Capital since 1996.[1] The firm's investment strategy is known to have outperformed the market over the past decade as referenced in a July 2009 Wall Street Journal article.[2]
Shortly after graduating from Pennsylvania State University in 1980, Lucca served served on the staff of Campus Crusade for Christ at Montana State University. He later obtained a master's degree in Biblical Studies from Dallas Theological Seminary.
Contents
Professional career
Lucca has been active in the investment advisor field since 1986. Under company founder John Rhoads, he became a vice president of the forerunner of Rhoads Lucca Capital, Dallas/Rhoads/Associates, in 1988. At Dallas/Rhoads Lucca was instrumental in transitioning the firm from commission-based to fee-only structure. This also included transitioning the firm from financial planning to a new focus on investment management.
A longtime client advocate of fee-only investment management, Lucca also became noted for his contrarian approach to the business, refusing to obtain a securities license that involved commission-based compensation, and instead moving directly fee-only compensation as a Registered Investment Advisor.[3]
During the 1993-94 school year, Lucca served as an adjunct faculty member for the Denver-based College for Financial Planning, teaching the Investments section of the Certified Financial Planner credential at Brookhaven College in Farmers Branch, Texas.
Awards and accolades
In 1989, Lucca obtained the Certified Financial Planner designation and then voluntarily relinquished it in 2001, citing philosophical differences with the investment approach promoted by the governing organization. Specifically, believing the investment philosophy fundamentally did not protect his clients. Lucca believes the bear market, which began in 2000, vindicated this decision.[1]
Lucca is a former board member of the National Association of Active Investment Managers (NAAIM), serving as the association's president in 2000. Also in 2000 Lucca was named one of five "Ace Advisors" in the United States by Ticker magazine in the "Best Contribution to Industry" category.[4]
In 2007, Lucca founded and serves as Director of the US Pilot Financial Association, a private financial association for licensed commercial airline pilots. The association was founded in direct response to a survey of pilots that produced over 5,000 responses, with an overwhelming majority favoring creating such an association.[5]
Lucca is quoted regularly in Barron's, Investor's Business Daily, The Wall Street Journal, and other publications specializing in the financial sector.[6] He is the author of the upcoming book The Great Retirement Formula. The book is scheduled for publication in spring 2011.
Lucca resides in the Lancaster, Pennsylvania, area.
Notes
- ^ a b Partner Bios (accessed 8 October 2010)
- ^ How the Crash Hit 401(k) Investors (accessed 2 November 2010)
- ^ Money manager follows his dream (accessed 8 October 2010)
- ^ David Lucca of Rhoads Grunden Lucca CHOSEN TICKER'S ACE ADVISER - 2000 CATEGORY: BEST CONTRIBUTION TO INDUSTRY (accessed 13 October 2010)
- ^ About USPFA (accessed 21 October 2010)
- ^ Media Mentions (accessed 21 October 2010)
External links
Categories:- 1957 births
- American finance and investment writers
- American investors
- American money managers
- American people of Italian descent
- Dallas Theological Seminary alumni
- Living people
- Financial advisors
- Pennsylvania State University alumni
- People from Lancaster, Pennsylvania
- Stock and commodity market managers
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