Melissa “Missy” Friedman Lucas brought her multi-decade outsourced family CIO practice to True North Advisors in April 2024, joining the firm as Managing Director, Family Wealth. In addition to her ongoing client responsibilities, Missy is a member of the Investment Team and serves as a voting member of the Investment Committee.

Missy’s work advising families includes portfolio construction, manager selection, and supporting trustees in meeting their fiduciary responsibilities. In close collaboration with her clients’ other professional advisors, Missy provides guidance on financial objectives, investment structures and policies, and reporting processes. Missy’s experience and expertise allow her to oversee the sophisticated investment mandates and complex structures necessary to optimize generational wealth.

Before founding her outsourced CIO practice, Missy held positions of increasing responsibility within Capital Group Companies, ultimately serving as Vice President of Capital Research Company, where she researched the chemical and healthcare industries and directly managed ~$500 million of investments. Prior to Capital Group, Missy was a biochemist at Merck & Co.

Missy graduated summa cum laude with a degree in biochemistry from Princeton University, where she was elected to Phi Beta Kappa. When she’s not working or mentoring entrepreneurs from untraditional backgrounds, you’ll most likely find Missy dancing.