Builds lasting relationships and partners with clients through both life’s major milestones and everyday financial decisions.
Joined Lido: 2025
Homebase: Warren, NJ
Professional Focus: Motivated by creating meaningful, measurable outcomes and serving as a trusted partner throughout each client’s financial journey, Luke approaches every relationship with care, consistency, and a long-term perspective.
Previous Work Highlights: Served as a Financial Strategist at Fountainhead Advisors prior to its partnership with Lido in 2025. Earlier in his career, he held roles in Institutional Equity and Energy Sales at BTIG and Equity and Credit Sales at Clarksons Platou Securities, Inc., after beginning his career as an Equity Research Intern at Clarksons Platou Securities.
Personal Facts: Luke enjoys spending time with his wife, daughter, and their golden retriever. He is an aspiring grill master, a food enthusiast, a lifelong New York Giants fan, and played four years of college football.
