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David Lucier Email & Phone Number
Director | Financial Services | Investment Advisory | Relationship Management | Distribution Professional | Business Development Leader | Father of Four
at
Wealth Enhancement
1 work email found
@sheltoncap.com
4 phones found area 303
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Director | Financial Services | Investment Advisory | Relationship Management | Distribution Professional | Business Development Leader | Father of Four
Location
Greater Boston, United States
Who is David Lucier? Overview
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Quick answer
David Lucier is listed as Director | Financial Services | Investment Advisory | Relationship Management | Distribution Professional | Business Development Leader | Father of Four at Wealth Enhancement, based in Greater Boston, United States. AeroLeads shows a work email signal at sheltoncap.com, phone signal with area code 303, and a matched LinkedIn profile for David Lucier.
David Lucier previously worked as Director, Advisor Services at Shelton Capital Management and Executive Member- SVP, National Accounts at Dane Street. David Lucier studied at University Of Massachusetts Amherst.
Company email context
Email format at Wealth Enhancement
This section adds company-level context without repeating David Lucier's masked contact details.
{first_initial}{last}@sheltoncap.com
86% confidence
AeroLeads found 1 current-domain work email signal for David Lucier. Compare company email patterns before reaching out.
Profile bio
About David Lucier
Accomplished asset management professional with extensive distribution and sales experience. Results-driven management and passionate sales executive that helps increases revenue, surpass sales goals with a detailed-oriented perspective on managing budgets and expenses. Broad distribution experience that spans retail, institutional, consultant relations, RIA, TAMPS, private wealth, national accounts, banks, IBD and home office relationships. Product launches include Open and Closed-end Funds, 40 Act Funds, Interval Funds, SMA, UMA, ETF's and working with Fintech startups. Proud to be an executive that is trusted by key stakeholders throughout the industry.
Listed skills include Mutual Funds, Asset Management, Series 7, Investments, and 20 others.
Current workplace
David Lucier's current company
Company context helps verify the profile and gives searchers a useful next step.
10 roles · 33 years
David Lucier work experience
A career timeline built from the work history available for this profile.
May 2023 - Present
Executive Member- Svp, National Accounts
Independent Medical Examination and Peer Review ProviderExecutive committee member of privately owned medical and healthcare BPO.
May 2021 - May 2023
Partner
Partner in startup private equity firm. Launched a new 40 Act private equity-interval fund that unlocked the private markets for retail investors.
Jun 2020 - May 2021
Vp, Head Of National Accounts
2012 - Jan 2019
Vp & Managing Director Ria - Private Wealth & Family Offices
2005 - 2012
~7 yrs
Vp & Managing Director - Institutional Sales- Public Fund Market- East
2002 - 2005
~3 yrs
Vp- Head Of Ria Group & Bd Distribution
Was selected to join Janus Capital Group post merger with Berger Financial Group.
1998 - 2002
~4 yrs
Registered Representative
1995 - 1998
~3 yrs
Financial Consultant
1994 - 1995
~1 yr
2 education records
David Lucier education
Education record
University Of Massachusetts Amherst
Education record
Williston Northampton School
FAQ
Frequently asked questions about David Lucier
Quick answers generated from the profile data available on this page.
What company does David Lucier work for?
David Lucier works for Wealth Enhancement.
What is David Lucier's role at Wealth Enhancement?
David Lucier is listed as Director | Financial Services | Investment Advisory | Relationship Management | Distribution Professional | Business Development Leader | Father of Four at Wealth Enhancement.
What is David Lucier's email address?
AeroLeads has found 1 work email signal at @sheltoncap.com for David Lucier at Wealth Enhancement.
What is David Lucier's phone number?
AeroLeads has found 4 phone signal(s) with area code 303 for David Lucier at Wealth Enhancement.
Where is David Lucier based?
David Lucier is based in Greater Boston, United States while working with Wealth Enhancement.
What companies has David Lucier worked for?
David Lucier has worked for Wealth Enhancement, Shelton Capital Management, Dane Street, Primark Capital, and Janus Henderson Investors U.S..
How can I contact David Lucier?
You can use AeroLeads to view verified contact signals for David Lucier at Wealth Enhancement, including work email, phone, and LinkedIn data when available.
What schools did David Lucier attend?
David Lucier studied at University Of Massachusetts Amherst.
What skills is David Lucier known for?
David Lucier is listed with skills including Mutual Funds, Asset Management, Series 7, Investments, Alternative Investments, Asset Allocation, Series 63, and Equities.
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