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Ivan Lukic, Cfp® Email & Phone Number
Client Strategist
at
BNY Wealth
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Who is Ivan Lukic, Cfp®? Overview
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Quick answer
Ivan Lukic, Cfp® is listed as Client Strategist at BNY Wealth, based in Los Angeles, California, United States. AeroLeads shows a matched LinkedIn profile for Ivan Lukic, Cfp®.
Ivan Lukic, Cfp® previously worked as Associate Client Strategist at Bny Mellon Wealth Management and Regional Sales Office Supervisor at Bny Mellon Wealth Management. Ivan Lukic, Cfp® holds Bachelor’S Degree, Chemistry from College Of The Holy Cross.
Company email context
Email format at BNY Wealth
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BNY Wealth
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Profile bio
About Ivan Lukic, Cfp®
BNY Mellon Wealth Management is among the nation’s leading wealth managers, with more than 239 years’ experience in providing investment management, wealth and estate planning, and private banking services to financially successful individuals and families, family offices, charitable gift programs, endowments and foundations. It is among the nation’s top 10 wealth managers with an extensive network of offices in the U.S. and internationally.Specialties: BNY Mellon Wealth Management’s expert capabilities encompass all areas of wealth management and are grounded in centuries of experience. We thoughtfully integrate our capabilities in a way that makes sense for each client, continually expanding our resources to meet future client needs. Our capabilities include: · Investment and Wealth Management· Wealth and Estate Planning· Private Banking· Asset Servicing and Information ManagementNOTE: Any views or opinions expressed herein are those of the member and do not represent the views of BNY Mellon or its affiliates. High Net Worth; Private Wealth; Portfolio Manager; Wealth Management Firm; Advisor; Manager Selection; Mutual Funds
Current workplace
Ivan Lukic, Cfp®'s current company
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7 roles
Ivan Lukic, Cfp® work experience
A career timeline built from the work history available for this profile.
Client Strategist
Current
Dec 2021 - Present
Associate Client Strategist
Mar 2020 - Dec 2021
Regional Sales Office Supervisor
Dec 2018 - Mar 2020
Associate
Jul 2017 - Dec 2018
Analytical Chemist
Calscience Environmental Laboratories, Inc.
Aug 2016 - Jun 2017
Research Assistant
- Development of a novel copper-catalyzed approach to unsaturated carbonyls
- Run several reactions weekly; attend weekly group meetings and seminars
- Develop and maintain a record keeping system and prepare meticulous lab reports
Feb 2015 - May 2016
1 education record
Ivan Lukic, Cfp® education
FAQ
Frequently asked questions about Ivan Lukic, Cfp®
Quick answers generated from the profile data available on this page.
What company does Ivan Lukic, Cfp® work for?
Ivan Lukic, Cfp® works for BNY Wealth.
What is Ivan Lukic, Cfp®'s role at BNY Wealth?
Ivan Lukic, Cfp® is listed as Client Strategist at BNY Wealth.
Where is Ivan Lukic, Cfp® based?
Ivan Lukic, Cfp® is based in Los Angeles, California, United States while working with BNY Wealth.
What companies has Ivan Lukic, Cfp® worked for?
Ivan Lukic, Cfp® has worked for Bny Wealth, Bny Mellon Wealth Management, Calscience Environmental Laboratories, Inc., and College Of The Holy Cross.
How can I contact Ivan Lukic, Cfp®?
You can use AeroLeads to view verified contact signals for Ivan Lukic, Cfp® at BNY Wealth, including work email, phone, and LinkedIn data when available.
What schools did Ivan Lukic, Cfp® attend?
Ivan Lukic, Cfp® holds Bachelor’S Degree, Chemistry from College Of The Holy Cross.
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