Luke McCaslin Email & Phone Number
Director, Investment Advisory Services @ Class VI Partners
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Luke McCaslin Location
- United States
Luke McCaslin Work
- Director, Investment Advisory Services @ (January 2024 - Present)
- Client Advisor @ (October 2020 - Present)
- Senior Investment Strategist @ (December 2021 - January 2024)
- Client Advisor @ CVA Family Office LLC (Now Class VI Family Office) (January 2019 - Present)
- Senior Private Client Advisor, VP @ Bank of the West Wealth Management (July 2018 - January 2019)
- Regional Private Banker @ (July 2014 - July 2018)
- Branch Manager @ (January 2012 - January 2014)
- Assistant Bank Manager @ (March 2011 - February 2012)
Luke McCaslin Education
- College for Financial Planning
CFP
2016-2018 - University of Colorado at Boulder
bachelors (Economics)
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 Bank of the West Wealth Management. 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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