Luke Dillon, Wealth Management Advisor in Los Angeles, CA

Luke’s aligned objectives for clients include helping them achieve their financial goals by providing prudent risk management and investing with a clear strategy and objective. A good listener, Luke has a passion for helping people and filling the need of a financial partner for individuals and corporations. He spent years on the hedge fund side of the business, and desired to use all the knowledge he acquired to benefit the lives of clients for generations to come.

Luke’s risk management background has been honed over more than 12 years as a fixed income specialist and trader. He has held positions as a risk analyst and trader for a fixed income hedge fund trading a multitude of interest rate products, and as a portfolio manager with UBS Financial Services spanning two states – managing a $500 million municipal bond and mortgage-backed security portfolio.

Luke appreciates the client-focused mentality of the firm – where he believes that client needs come first, before the company’s bottom line. Utilizing his past experiences, he is the team’s head trader, fixed income specialist and assists in the investment management and financial planning process. Born and raised in New Jersey, Luke lived in New York City for more than eight years after graduating from Rutgers University, with a bachelor’s degree in economics. He lives in Manhattan Beach, California, and enjoys golfing, lacrosse and fitness and coaching youth sports in his free time.