David Luckes Email and Phone Number
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David Luckes is a Director of Institutional Services at Buckingham Strategic Wealth.
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Director Of Institutional ServicesBuckingham Strategic WealthSt. Louis, Mo, Us
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Director Of Institutional ServicesBuckingham Strategic Wealth Jan 2015 - Present8182 Maryland Avenue, Suite 500, Clayton, Mo 63105We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals.Buckingham's Institutional Services team brings decades of experience helping institutional clients achieve their investment goals and fulfill their fiduciary obligations to current and future stakeholders. We are particularly sensitive to helping our clients align investment goals with long-term strategic plans and annual operating needs. Investment goals are more than targets in an investment policy statement. These goals reflect programmatic commitments that directly touch constituents and communities. Our services are organized around the outsourced chief investment officer (OCIO) model. This model provides investment committees and staff with a team of professionals that design customized investment solutions and then manage the investment process needed to implement those solutions.What I post here is my opinion, not the opinion of my employer. -
Sr. Financial AnalystMerrill Lynch May 2011 - Dec 2014Greater St. Louis AreaWealthy families face unique opportunities and challenges. My colleagues and I help a select group of 24 families navigate both with confidence on the road to achieving their most important personal and professional goals. We provide every client with the leadership and support necessary to develop a clear, disciplined, and holistic approach to managing their wealth. -
President And CeoGreater Saint Louis Community Foundation Nov 2001 - May 2011Lead the Community Foundation serving the greater St. Louis region helping St. Louisans as both a unbiased resource on charitable giving and an expert administrator of charitable funds. During my tenure the Foundation secured in excess of $200 million in new assets and made over $130 million in grants on behalf of our donors which grew the net asset base from $55 million to $180 million.
David Luckes Education Details
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Management Strategy -
Philosophy
Frequently Asked Questions about David Luckes
What company does David Luckes work for?
David Luckes works for Buckingham Strategic Wealth
What is David Luckes's role at the current company?
David Luckes's current role is Director of Institutional Services.
What is David Luckes's email address?
David Luckes's email address is da****@****lcf.org
What is David Luckes's direct phone number?
David Luckes's direct phone number is (800) 637*****
What schools did David Luckes attend?
David Luckes attended Northwestern University - Kellogg School Of Management, Northwestern University.
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David Luckes MBE OLY
Associate Director, Summer Sports And International Federation Relations At IocLausanne
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