I am grateful to have had the opportunity to work with Lukas in one capacity or another since 2018.
Lukas is one of the smartest, most inventive, most ethical and inventive people I know. His abilit...
I've had the pleasure of working with Lukas for the last few years. His knowledge and professionalism are exemplary. I would consider him for any endeavor where a thoughtful approach and enthusiasm ...
Trust Score
Exceptionally trusted; proven professional excellence.
United StatesProvided advisory assistance in reviewing model portfolios and hiring the Chief Compliance Officer and Chief Investment Officer. Set up the website, CRM, and provided advisory assistance setting up the compliance systems.