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Lucas Veldhuis

Senior Advisor

    Lucas is a Senior Advisor based in Pathstone’s Alaska office. He provides a wide range of services to his high-net-worth clients including portfolio construction, asset allocation, investment performance reporting, cash flow management and tax and estate plan implementation. He uses his expertise in distilling complex solutions into easily digestible pieces for his clients and focuses on building valuable and enduring relationships with his clients that go beyond the traditional transactional nature of financial services.

    Before joining Pathstone, Lucas spent almost three years as an Associate Client Manager at Cornerstone Advisors. While there, he provided wealth management, family office services, and personalized financial guidance to every individual, family, and institution he served. Prior to Cornerstone, Lucas worked on the development and database teams at the Alaska Conservation Foundation.

    Lucas graduated with a B.S. from The Kelley School of Business at Indiana University, Bloomington, with a double major in Business Management and Entrepreneurship and a minor in Sociology.

    In his free time that he can carve away from his 2nd passion (work), he spends time with his 1st passion – his beautiful, crazy, and growing family of five. If there is still some free time available, you can find him at the closest golf course, sporting event, hiking trail, or highly rated restaurant.

    Group

    Client Service Team

    Investment Advisory

    Office

    Alaska

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    Lucas is a Senior Advisor based in Pathstone’s Alaska office. He provides a wide range of services to his high-net-worth clients including portfolio construction, asset allocation, investment performance reporting, cash flow management and tax and estate plan implementation. He uses his expertise in distilling complex solutions into easily digestible pieces for his clients and focuses on building valuable and enduring relationships with his clients that go beyond the traditional transactional nature of financial services.

    Before joining Pathstone, Lucas spent almost three years as an Associate Client Manager at Cornerstone Advisors. While there, he provided wealth management, family office services, and personalized financial guidance to every individual, family, and institution he served. Prior to Cornerstone, Lucas worked on the development and database teams at the Alaska Conservation Foundation.

    Lucas graduated with a B.S. from The Kelley School of Business at Indiana University, Bloomington, with a double major in Business Management and Entrepreneurship and a minor in Sociology.

    In his free time that he can carve away from his 2nd passion (work), he spends time with his 1st passion – his beautiful, crazy, and growing family of five. If there is still some free time available, you can find him at the closest golf course, sporting event, hiking trail, or highly rated restaurant.