Luka Arnerich
Turning complexity into confidence
- Role
- Managing Director at Sageview Advisory Group
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
About Luka Arnerich
I help retirement plan sponsors and institutional fiduciaries make better investment decisions with confidence. With 15+ years of experience, I guide committees through portfolio strategy, manager research, governance, and fiduciary responsibilities. My focus is on improving outcomes, lowering costs, and simplifying complex investment issues so boards and executives can act decisively. I combine technical expertise with clear, practical advice that builds long-term trust.
Experience
Managing Director
Jan 2025 — Present · Portland, OR, US
Specialize in complex corporate engagements with multiple plan types and institutional investment needs• Lead consultant for corporate pension and defined contribution plans retirement plans ($5M – $2B+)• Facilitate client committee meetings, providing actionable research and recommendations to drive investment outcomes• Conduct vendor RFPs, reducing client fees and enhancing retirement plan services• Lead firm-wide pension plan consulting strategy and implement a scalable national service model• Manage and develop a team of retirement plan service specialists
Education
University of Arizona - Eller College of Management
BS, Finance
2004 — 2008
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