Christine Lucero

JD, CFP®, CPWA®

Head of Private Wealth, CCO

Christine Lucero
PHONE
(212) 584-1900

Christine Lucero

JD, CFP®, CPWA®

Head of Private Wealth, CCO

Christine joined SAM in June 2013 and currently serves as Head of Private Wealth and Chief Compliance Officer (CCO). A wearer of many hats, Christine is involved in all aspects of financial, estate, and tax planning for clients and oversees the firm’s compliance program. Her passion for learning and finding the right solutions for clients has inspired her continued commitment to excellence through the years.

Prior to joining SAM, Christine worked for Atlantic Trust Private Wealth Management as a Senior Vice President and Wealth Strategist, and for Fidelity Investments as an Estate Planning Specialist.

Christine holds a Bachelor of Arts from Boston College and graduated cum laude from Suffolk University Law School. She is a member of the Massachusetts State Bar and holds both the Certified Financial Planner (CFP®) and Certified Private Wealth Advisor (CPWA®) designations, as well as a certificate in Applied Behavioral Finance from the Investments & Wealth Institute. Christine is a graduate of the Vistage Emerging Leader Program and a member of the Estate Planning Council of New York City, Inc.

In her free time, Christine is an avid reader and volunteers at a local animal sanctuary.

In law school, the courses that interested me the most were those related to taxes and estate planning. Upon graduating, I worked at a large mutual fund firm where the opportunities to grow and learn were abundant, including the opportunity to attain my CFP® designation and broaden my planning toolkit. It wasn’t long before I found that I had the will, skill, and passion for helping clients well beyond estate planning, so I transitioned to a wealth manager role.
Work the problem and be willing to adapt.
232 Madison Avenue, Suite 400 New York, NY 10016
(212) 584-1900
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