Ivan Lukic
I advise ultra high net worth individuals and families transition wealth across generations
- Role
- Client Strategist at Bny Wealth
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Ivan Lukic
BNY Wealth is among the nation’s leading wealth managers, with more than 240 years’ experience in providing investment management, wealth and estate planning, and private banking services to financially successful individuals and families, family offices, charitable gift programs, endowments and foundations. It is among the nation’s top 10 wealth managers with an extensive network of offices in the U.S. and internationally.Specialties: BNY Wealth’s expert capabilities encompass all areas of wealth management and are grounded in centuries of experience. We thoughtfully integrate our capabilities in a way that makes sense for each client, continually expanding our resources to meet future client needs. Our capabilities include: · Investment and Wealth Management· Wealth and Estate Planning· Private Banking· Asset Servicing and Information ManagementNOTE: Any views or opinions expressed herein are those of the member and do not represent the views of BNY or its affiliates. High Net Worth; Private Wealth; Portfolio Manager; Wealth Management Firm; Advisor; Manager Selection; Mutual Funds
Experience
Client Strategist
Dec 2021 — Present · Los Angeles, CA, US
Education
College of the Holy Cross
Bachelor’s Degree
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