Designations and Licenses

Luca holds the Chartered Financial Analyst® designation.

Experience and Education

Luca is responsible for trading and implementation of the taxable core and taxable intermediate strategies. In his previous role at Mariner, he assisted with efficient trade execution and helped build broker-dealer relationships.

Prior to joining Mariner, Luca was an investment performance analyst for Summit Strategies Group, an institutional investment consultant with $160 billion in assets under advisement. Before that, he was part of the risk and controls group of Scottrade Advisor Services where he focused on risk assessment of independent RIAs and state regulator inquiries.

Luca holds a bachelor’s degree in finance from Lindenwood University and graduated summa cum laude. He is a member of the CFA Society St. Louis.

Personal Interests

Away from the office, Luca enjoys coaching his sons’ basketball and soccer teams and watching the Boston Celtics.