Patrick Lucier

Patrick Lucier, CFA

Managing Director
Investment Group
Boston, MA
As a Managing Director on the Private Investments team, Patrick focuses on sourcing, diligence, and monitoring of private equity funds and direct co-investments. He leads the firm’s buyout portfolio and also leads the team’s investing in the independent sponsor and search fund space.
Patrick is driven by the opportunity to find, partner with, and learn from highly regarded investors around the world.

Experience

  • 16+ years of investment experience
  • Serves on advisory boards of funds managed by Albion River, Critical Services Group, Heritage Holding, Keystone Capital, Osprey Investors, Pacific Avenue, Plexus Capital, Sherman Street Capital, and Shore Capital
  • Private equity investor at UTIMCO, leading investments across buyout, growth, and venture capital
  • Private equity investor at Texas Teachers Retirement System
  • Began career at Dimensional Fund Advisors on the U.S. equity portfolio management team

Education & Credentials

  • B.B.A in Finance, Texas A&M University
  • CFA Charterholder

Beyond SCS

Patrick lives in Newton, MA with his wife and two children. In his spare time, he is usually in his basement gym or chasing his kids around.

Latest Insights

Beyond Estate Planning: Purpose, Planning, and Partnership

Three Financial Lessons from Belle Burden’s Strangers: A Memoir of Marriage

Annual Financial and Estate Planning Checklist