M&A advisers

ListAlpha's guide to top M&A Advisers
Focus on mid-market and large-cap advisory firms for PE clients

Luke McCaslin

Director, Investment Advisory Services
Class VI Partners
United States
LinkedIn profile link

Bio

Luke McCaslin is the Director of Investment Advisory Services at Class VI Partners, based in the United States. He has been with Class VI Partners since October 2020, initially serving as a Client Advisor. Prior to his current role, he was a Senior Investment Strategist at the same firm. Luke has extensive experience in wealth management, having previously worked as a Senior Private Client Advisor, VP at Bank of the West Wealth Management, and as a Regional Private Banker and Branch Manager at Wells Fargo. His career in financial services began in 2011, and he has consistently demonstrated expertise in investment strategy and client advisory services.

Tags

Wealth Management
Investment Advisory
Financial Services
Private Banking
Client Advisory

Experience

Class VI Partners
Director, Investment Advisory Services
2024-01-01
Class VI Partners
Client Advisor
2020-10-01

Request a demo of ListAlpha

We tailor your onboarding experience to match what you're looking for. Tell us more about yourself and your team to help us out.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
DenyAccept All