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Luka Arnerich, CAIA

Consultant

Luka Arnerich is dedicated to delivering individualized service to each of his clients, gaining an in-depth understanding of their needs and goals and bringing his best ideas to improving their long-term outcomes while building their fiduciary knowledge and awareness along the way.

For more than seven years, Luka has served Arnerich Massena’s institutional clients with portfolio management, investment policy development, investment menu design, governance support, and fiduciary education. He is experienced working with defined contribution and defined benefit plans, and consulting to endowments and foundations.

With industry experience that spans more than 12 years, Luka has also served as chief compliance officer and director of operations for SC Management, Inc., where he was responsible for the daily operational functions of a short-biased hedge fund.

Luka Arnerich earned a Bachelor of Science in business administration, with a finance major, from the University of Arizona. He is a current FINRA Series 65 license holder. Mr. Arnerich has earned his Chartered Alternative Investment Analyst (CAIA) designation.

Luka has volunteered as an I AM Learning Partner in Arnerich Massena’s award-winning I AM Learning Partnership community service programs. He also sits on the board of the Cole Parker Randall Foundation.

Luka enjoys being a student of global markets and is proud to work for an organization that has always been passionate about making an impact, not only in our clients’ portfolios, but in our local and broader communities. As a second-generation Arnerich family member, he is proud to be part of the firm’s continuing legacy.