About
David brings over 30 years of financial services experience to Wealth Enhancement. After 20 years at Janus Capital Group in Denver, Colorado, he held positions at several start-up firms in the private equity space. Most recently, he worked at Shelton Capital, a boutique manager that utilized a covered call strategy to produce additional income for clients’ portfolios. In his current role, David takes a consultive and educational approach to help clients find fresh ideas and strategies to achieve their financial goals.
David lives in the Boston area with his wife, four kids, and two labs. He loves spending time with his family and friends and enjoying his time outdoors.
Education
- BS - University of Massachusetts Amherst
Resources from David Lucier
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