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James Lukezic

Executive Managing Director at Old Slip Capital Partners

James Lukezic is the Executive Managing Director at Old Slip Capital Partners, a firm specializing in capital management and investment advisory services. His role involves overseeing strategic initiatives and guiding clients on fiduciary responsibilities, particularly concerning ERISA compliance. Lukezic has been vocal about the importance of hiring ERISA Fiduciary Advisors to mitigate risks associated with fiduciary breaches and enhance plan governance for sponsors.1

In addition to his executive role, Lukezic has a diverse background that includes a passion for wine, where he has shared insights on becoming a sommelier, emphasizing the importance of education and practical experience in the field.2 His professional journey reflects a blend of financial expertise and personal interests, showcasing his multifaceted skills.

Lukezic is also active on LinkedIn, where he shares insights related to finance, investment strategies, and personal development.34 His educational background and extensive experience in the finance sector contribute to his leadership at Old Slip Capital Partners.5

Highlights

Jul 19 · accesswire.com
Old Slip Capital Announces New Miami Office, Issues Advisory for ...

Related Questions

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James Lukezic
James Lukezic, photo 1
James Lukezic, photo 2
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Location

New York, New York, United States