Brian David Luster

Brian David Luster

Chief Investment Officer at Collective Family Office LLC

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Profile

Mr. Brian D.
Luster is a Chief Investment Officer & Principal at Collective Family Office LLC.
Mr. Luster provides comprehensive wealth management solutions, integrating investment management, tax, trust & estate planning services, and multigenerational planning, customized to the unique needs of each family.
This includes overseeing the integration of a team of both internal and external legal, tax, and investment professionals, serving as a personal Chief Financial Officer for each estate.
He has over 19 years of wealth management experience.
Mr. Luster previously served as a Senior Wealth Manager for BNY Mellon Wealth Management in Central Pennsylvania, as Founder and Chief Executive Officer of a boutique Multi Family Office in New York City and as the Managing Member and Portfolio Manager of a long/short US event-driven value-oriented hedge fund in New York.
He has authored over 60 articles covering investing, tax, trust & estate planning, family governance, and next generation education, featured in such publications as Forbes, Barron’s, The Wall Street Journal, Private Asset Management Magazine, Family Office Elite, and The Huffington Post.
He received his undergraduate degree from New York University.
He is a member of the York County Estate Planning Council and serves as a Board member of both the York JCC and The Campus of the Jewish Home of Greater Harrisburg.

Brian David Luster active positions

CompaniesPositionStart
Chief Investment Officer 2019-04-30
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Former positions of Brian David Luster

CompaniesPositionEnd
Chief Executive Officer 2019-04-30
Analyst-Equity 2010-12-31
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Training of Brian David Luster

New York University Undergraduate Degree

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100 +

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Private companies3

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