Jerry Luff Email & Phone Number
Partner, COO @ BakerAvenue Wealth Management
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Jerry Luff Location
- San Juan Capistrano, CA, US
Jerry Luff Work
- 2006 -now Partner, COO @
- 2000 -2006 Vice President, Global Wealth Management @
- 1995 -2000 Associate Director- MMIG Group @
- 1990 -1995 Vice President, Global Wealth Management @
Jerry Luff Education
- Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA) (Finance)
1992-1995 - The University of Texas at Arlington
Bachelor of Business Administration (B.B.A.) (Marketing/Finance)
1984-1988 - NCHS 1980-1984
Jerry Luff Skills
- Wealth Management
- Human Resources
- Asset Managment
- Compliance
- Sales Operations
- Fixed Income
- Equities
- Investments
- Financial Analysis
- Hedge Funds
- Financial Modeling
- Capital Markets
- Strategic Financial Planning
- Portfolio Management
- Estate Planning
- Asset Management
- Investment Management
- Retirement Planning
- Asset Allocation
- Crossfunctional Team Leadership
- Banking
- Management
- Talent Management
- Organizational Leadership
Jerry Luff Summary
- Jerry Luff, based in San Juan Capistrano, CA, US, is currently a Partner, COO at BakerAvenue Wealth Management. Jerry Luff brings experience from previous roles at Bank of America, Bear Stearns and Morgan Stanley. Jerry Luff holds a 1992 - 1995 Master of Business Administration (MBA) in Finance @ Fordham University - Graduate School of Business Administration. With a robust skill set that includes Wealth Management, Human Resources, Asset Managment, Compliance, Sales Operations and more. Jerry Luff has 2 emails on RocketReach.
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Others Named Jerry Luff
Jerry Luff
Partner, COO
San Juan Capistrano, CA, US
Top BakerAvenue Wealth Management Employees
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Matthew Munro
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Simon Mayali
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