Douglas J. Lukcso
Managing Director, Institutional Consulting Group
Doug joined Clearstead in 2015 as a Managing Director working with institutional clients and leading the firm’s institutional business development efforts. For the last 20 years he has focused solely on advising foundations, endowments, and nonprofit organizations with asset allocation, investment and spending policy statements, manager search, fiduciary best practices and proper due diligence framework.
Doug was previously with Lancaster Pollard Investment Advisory Group, which was acquired by Clearstead in 2015. Prior to that, he worked at several investment organizations including a large publicly-traded bank and an investment brokerage firm in Cleveland. Doug holds a Bachelor of Arts degree from Bowling Green State University.
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We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.
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