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John Rhoads, David
Lucca and Peter Mauthe are the managing
partners of Rhoads Lucca Capital Management. They are responsible for
investment management of all accounts and for establishing the firm's
economic outlook, asset allocation, and securities selection.
Rhoads
Lucca Capital Management (formerly Rhoads
Grunden Lucca) was officially born in
1996, when Dallas/Rhoads/Associates was
re-named to better reflect the
organization of the firm. But the
company's roots go back to 1980, when John
opened his first financial planning
office. The company has evolved with the
financial services industry, reflecting
the changing needs of clients and the
market.
Together,
John, Dave and Peter have over
80 years of
experience in the financial services
industry. They have seen both bull and
bear markets, and know that a long-term
outlook is necessary to make better
investment decisions and avoid costly
mistakes.
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John Rhoads, has received numerous industry
honors and awards during his 35 years in
the financial services field. John has
conducted many seminars and taught as an
adjunct faculty member for the College for
Financial Planning. He has been quoted in
Investor's Business Daily, the Wall Street
Journal, and thestreet.com, and has
appeared on CNN. John and his wife have
two children and four grandchildren.
More about John
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David Lucca,
was graduated from Pennsylvania State University and has done
graduate studies in Wealth Management. He appears in Who's Who
in America: Finance & Industry. He has
taught at Dallas-area colleges and as an
adjunct faculty member for the College for
Financial Planning. Dave regularly visits
the Dallas Office to keep in touch with
clients. Dave and his wife have two
children. More about Dave
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Peter Mauthe,
President of Rhoads Lucca Capital Management,
joined the
team as Chief Operating Officer
in August 2004 and brings
a wealth of experience not only in managing client investments, but also
in successfully managing growth and the expansion of client services in
the investment arena.
He has been active in the investment industry
since 1978, most recently serving as president and chief operating
officer of investment advisory firms based in Virginia and Arizona. He
began his career as an independent market maker on the Chicago Board
Options Exchange and has been instrumental in the development of
proprietary investment models for trading equities, exchange traded
funds, foreign currencies, domestic and foreign futures, commodities and
bonds.
More
about Peter
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The service
team at RLC shares the partners'
commitment to providing excellent client
service. The unique talents of each staff
member combine to create a well-balanced
team that keeps the company running
smoothly.
Debbie Niedermeyer, Office
Administrator/Client Liaison
Susan Patton, Client Liaison
/ Strategic Assistant to John Rhoads
and Peter Mauthe
Karen Markward, Client Liaison
/ Strategic Assistant to Dave Lucca
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Overview,
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Clients,
Philosophy,
Portfolio Models,
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Contact RLC
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