Portfolio Manager

Luca Romani, an economist born and raised in Rome, Italy, moved to Santa Barbara in 2001, where he began his career in the investment field. As an investment advisor, Luca's priority is to partner with clients to help them reach their goals by providing advice, perspective, and access to the group’s broad network and resources.

• Doctorate in Economics, University of Rome
• Specializes in financial planning and managing highly customized investment portfolios
• Manages the group's investment operations and in-house compliance program
• Previous experience includes retail brokerage, real estate, and quantitative equity research
• Volunteer with the Santa Barbara Soccer Club and the Food Bank of Santa Barbara County
• Lives in Santa Barbara with his wife and their two sons