Investment Management
Lucan Platt
Founding partner. Runs the investment committee and every portfolio’s written policy.
Certified: 2007
Languages: EN
(919) 555-0132
lucan@fennimoreplatt.com
Lucan spent eleven years building portfolios for pension plans and endowments before co-founding the firm in 2012. He chairs the investment committee and writes the investment policy for every client portfolio.
He believes in low costs, broad diversification and written rules for when to trade, and he is the one clients call when the market has a bad week.
Selected client plans
Education and credentials
MBA, Duke University Fuqua School of Business, 2004
BS Mathematics, North Carolina State University, 1998
Chartered Financial Analyst, 2007
Memberships
CFA Society North Carolina
NAPFA, the National Association of Personal Financial Advisors
