Senior Investment Strategist | Class VI Family Office, LLC
As the Senior Investment Strategist as Class VI, Luke works with Matt Blackburn on the day-to-day management and oversight of our clients’ wealth. Along with leading the firm’s Investment Committee, Luke is responsible for designing, implementing and monitoring our clients’ investment portfolios. Luke helps assess a client’s risk tolerance, goals, and time horizon and then creates a customized investment policy for each client. Luke plays a key role in the overall investment strategy of the firm, including asset allocation decisions, manager selection, due diligence of private investments, and making sure that each client’s portfolio is aligned with their goals.
Prior to joining Class VI, Luke spent nearly 8 years at Wells Fargo as a private banker serving business owners and many other high net worth clients. Most recently, he worked at Bank of the West doing financial planning and helping high net worth clients with investment management.
Luke is a graduate of University of Colorado at Boulder with a bachelor’s degree in economics. He completed the CFP education requirement at the College for Financial Planning and is a CFP® holder.