As Director of Investments, Luke is responsible for investment idea generation, portfolio performance monitoring, and leading the Saugatuck Financial Investment Committee. He has his Chartered Financial Analyst™ designation and is a graduate of Cornell University.
Saugatuck Financial provides comprehensive financial planning and strategy implementation for high net worth and emerging high net worth individuals, families, businesses and institutions. SF partners with each client to create and implement a tailor-made financial plan integrating risk management, wealth management, tax strategies, estate planning and retirement income distribution planning—all under one roof. SF’s advisors are consistently recognized as among the top advisors within the industry, and their team takes pride in providing world-class strategies and platinum-level service to each client.
