SARASOTA — Wealth management firm Allegiant Private Advisors named Portfolio Manager Luke Nicholas a principal of the firm.
Nicholas started with the Sarasota-based firm in 2013, according to a press release. He previously served as research analyst. Nicholas will continue to serve Allegiant clients in his current role as portfolio manager.
“Our unique team approach to customized wealth management is rooted in hiring and retaining the very best talent,” says Allegiant Private Advisors President Benjamin Jones in a statement. “With our steadfast commitment to personalized, fiduciary-level guidance and concierge-level service as the firm continues to grow, we’re fortunate to have Luke join the ranks of principal.”
As portfolio manager and a member of the firm’s investment committee, Nicholas is responsible for using internally-generated research to tailor investment portfolios to clients, a release says.
Nicholas holds Chartered Financial Analyst designation and Certified Financial Planner certification.
Allegiant Private Advisors creates wealth management solutions for high-net-worth families, entrepreneurs, nonprofits and foundations.