55ip Appoints Chadd Lucas as Executive Director and Enterprise Business Development Manager

Experienced Sales & Business Development Leader Tasked With Helping Fintech Grow Its Asset Management and Wealth Management Client Portfolio

BOSTON--(BUSINESS WIRE)--55ip, a fully-owned subsidiary of J.P. Morgan, and a financial technology company purpose-built to break down barriers to financial progress, today announced that Chadd Lucas joined the Client Solutions Team as Executive Director and Enterprise Business Development Manager, based in the firm’s New York office. He will report to Michael Camp, Head of Client Solutions at 55ip.

Lucas will play a key role in shaping 55ip's Enterprise Sales efforts, focusing on expanding business among broker-dealers, asset managers, and wealth management platforms. He has deep expertise across multi-asset, traditional, and alternative investment products.​

“We are delighted to welcome Chadd to 55ip to help grow our tax-smart investing platform through new strategic partnerships, market expansion and solution delivery,” said Mr. Camp. “He brings a valued skill set to our business growth efforts with a 16-year career focused on the wealth management market, specializing in building long-term partnerships with national broker/dealers and wealth management firms.”

​“55ip has experienced incredible growth since its inception a decade ago as a trusted partner to wealth management, asset management and custodial firms with its tax-aware portfolio management capabilities,” added Lucas. “I am emboldened by the opportunity to identify new pathways to deliver 55ip’s advanced technology and investment capabilities to help partners solve for their clients’ needs, including automated tax loss harvesting, tax smart withdrawals and tax transition features that allow advisors to manage client portfolios efficiently.”

Prior to joining 55ip, Lucas served as Senior Vice President of Business Development at Voya Investment Management, where he oversaw the adoption of investment solutions across broker/dealer clients in all asset classes and product types—including active equity, fixed income, multi-asset, private equity, mutual funds, SMAs, accredited, and Qualified Plan (QP) solutions.

Lucas holds a BBA from the University of Miami (FL) and an MBA from the Goizueta Business School at Emory University. He also earned the CIMA designation, focusing on advanced investment planning and portfolio construction concepts for advisors.

About 55ip
55ip is a financial technology company purpose-built to break down barriers to financial progress. Our mission is to become the industry standard for personalized, tax-smart management at scale. Offering automated, personalized, and optimized tax outcomes, the 55ip platform delivers efficient implementation of the investment process to the financial services industry. Combined with integration, trading, and rebalancing capabilities, we offer a full-service solution that meets the unique needs of advisors. At the heart of 55ip’s seamless, intuitive user experience is 55ip’s ActiveTax Technology^SM, including elevated portfolio design and delivery, tax-smart transitions, management, and withdrawals, all helping advisors save time and pursue better outcomes for their clients. 55ip is a wholly owned subsidiary of J.P. Morgan Asset Management, the asset management business of JPMorgan Chase & Co.

For more information on 55ip, please visit www.55-ip.com.