Luke Nagell
Co-Founder | Partner | Wealth Advisor | Former VP at Goldman Sachs
- Role
- Co-founder Partner Wealth Advisor at Jpl Wealth Management
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Luke Nagell
Luke Nagell, a co-founder and advisor at JPL Wealth Management, brings extensive…
Experience
Co-founder Partner Wealth Advisor
Nov 2023 — Present · Greenwood Village, CO, US
Education
University of Colorado Boulder - Leeds School of Business
MBA, Finance and Energy
2009 — 2011
Montana State University-Bozeman
Bachelor of Arts, Finance
2000 — 2004
Skills
- Operations Management
- Charitable Trusts
- Financial Analysis
- Investment Advisory
- Series 65
- Financial Advisory
- Tactical Asset Allocation
- Wealth Preservation Planning
- Performance Attribution
- Asset Management
- Investment Policy
- Investment Management
- Management
- Finance
- Portfolio Management
- Investments
- Microsoft Excel
- Fixed Income Portfolio Management
- Gips Compliance
- Gips
- Investment Strategies
- Alternative Investments
- Access Database
- Mutual Funds
- Strategy
- 401k Rollovers
- Risk Management
- Global Tactical Asset Allocation
- Financial Modeling
- Investment Performance
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