Brian David Luster
Chief Investment Officer at Collective Family Office LLC
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
Companies | Position | Start |
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Collective Family Office LLC
Collective Family Office LLC Investment ManagersFinance Collective Family Office LLC (CFO) is an independent, SEC-registered investment advisor and wealth management firm headquartered in York, Pennsylvania. CFO offers investment advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, or other business entities. | Chief Investment Officer | 2019-04-30 |
Former positions of Brian David Luster
Companies | Position | End |
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The Abernathy Group II LLC
The Abernathy Group II LLC Investment ManagersFinance The Abernathy Group II LLC (TAG) is an independent SEC-registered wealth management firm headquartered in New York City. The firm was founded in 2009 by Steven Abernathy and Brian Luster. TAG generally provides family office services to accredited individual investors and their families, as well as to a private fund. | Chief Executive Officer | 2019-04-30 |
The Abernathy Group LLC
The Abernathy Group LLC Investment ManagersFinance Founded in 1990 by Steven Abernathy, the Abernathy Group LLC is a hedge fund manager located in New York City. They manage the Abernathy Aggressive Appreciation Fund LP, the Abernathy Capital Preservation Fund LP, the Abernathy Group Systematic Fundamentals Val Trust LP and the Abernathy Preferred Performance Fund LP | Analyst-Equity | 2010-12-31 |
Training of Brian David Luster
New York University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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The Abernathy Group LLC
The Abernathy Group LLC Investment ManagersFinance Founded in 1990 by Steven Abernathy, the Abernathy Group LLC is a hedge fund manager located in New York City. They manage the Abernathy Aggressive Appreciation Fund LP, the Abernathy Capital Preservation Fund LP, the Abernathy Group Systematic Fundamentals Val Trust LP and the Abernathy Preferred Performance Fund LP | Finance |
The Abernathy Group II LLC
The Abernathy Group II LLC Investment ManagersFinance The Abernathy Group II LLC (TAG) is an independent SEC-registered wealth management firm headquartered in New York City. The firm was founded in 2009 by Steven Abernathy and Brian Luster. TAG generally provides family office services to accredited individual investors and their families, as well as to a private fund. | Finance |
Collective Family Office LLC
Collective Family Office LLC Investment ManagersFinance Collective Family Office LLC (CFO) is an independent, SEC-registered investment advisor and wealth management firm headquartered in York, Pennsylvania. CFO offers investment advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, or other business entities. | Finance |
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