John Lucarelli

John Lucarelli is a marketing and business development director with two decades of expertise in performance analysis, cross-selling, and risk management. Attending Fordham University’s College of Liberal Arts at Rose Hill in New York City from 1989 to 1993, Mr. Lucarelli majored in economics with a concentration in Italian studies. John Lucarelli served as a financial consultant and asset management professional with The Northern Trust Company/Rogers, Casey & Barksdale in Stamford, Connecticut, from 1992 to 1996. In addition to consulting on corporate and institutional investments, he undertook attribution analyses and quarterly reviews of all Chase Vista and International Unit Trust mutual funds. Mr. Lucarelli earned his Master of Business Administration with distinction from the Yale University School of Management in 1998. He maintains affiliation with his alma mater as member of the Yale Alumni Association of Greenwich (YAAG). He has served as YAAG Treasurer, Vice President, and Board Member, and has coordinated the Yale Day of Service in Greenwich for the past four years. In 1998, John Lucarelli took a position as Vice President of Private Client Services with the New York City-based investment bank Donaldson, Lufkin & Jenrette, which was later acquired by Credit Suisse Group AG. In this position, Mr. Lucarelli managed multiple institutional and high-net-worth family portfolios, maximizing risk-adjusted returns. Moving into corporate finance marketing with Thomas Weisel Partners in 2001, Mr. Lucarelli developed an innovative marketing strategy for a real estate banking franchise. He also worked with real estate investment trust executives in tailoring advanced tax strategies that took into consideration depreciation schedules and 1031 exchanges. John Lucarelli served as First Vice President, Private Client Services with Citigroup Salomon Smith Barney (now Morgan Stanley Smith Barney) in 2002 and as Vice President, Private Client Services with The Bank of New York (now The Bank of New York Mellon Corporation) from 2002 to 2004. In the latter position, he spearheaded a transition from one-dimensional banking relationships to a full-service platform for high-net-worth clients. John Lucarelli provided services that included investment and cash flow management, corporate finance, 1031 exchange services, and trust and estate planning.