Luke McCaslin Email & Phone Number
Director, Investment Advisory Services @ Class VI Partners
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Luke McCaslin Location
- United States
Luke McCaslin Work
- 2024 -now Director, Investment Advisory Services @
- 2020 -now Client Advisor @
- 2019 -now Client Advisor @ CVA Family Office LLC (Now Class VI Family Office)
- 2021 -2024 Senior Investment Strategist @
- 2014 -2018 Regional Private Banker @
- 2012 -2014 Branch Manager @
- 2011 -2012 Assistant Bank Manager @
- 2018 -2019 Senior Private Client Advisor, VP @ Bank of the West Wealth Management
Luke McCaslin Education
- College for Financial Planning
CFP
2016-2018 - University of Colorado Boulder 2008-2010
- Covenant College
Luke McCaslin Summary
- Luke McCaslin, based in United States, is currently a Director, Investment Advisory Services at Class VI Partners. Luke McCaslin brings experience from previous roles at Class VI Partners, CVA Family Office LLC (Now Class VI Family Office) and Wells Fargo. Luke McCaslin holds a 2016 - 2018 CFP @ College for Financial Planning. Luke McCaslin has 2 emails and 1 mobile phone numbers on RocketReach.
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Patrick Burgess
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Luke McCaslin
Director, Investment Advisory Services
United States
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