Nathan Rubinstein is a financial advisor at Luna Partners in Miami, FL, holding a Series 65 designation with 11 years of industry experience. Prior to joining Luna Partners in 2021, he worked at Goldman Sachs & Co. for six years. Luna Partners offers discretionary investment management services primarily focused on U.S. and select foreign equities and related derivatives for individuals, trusts, estates, charitable organizations, and business entities. The firm uses a combined bottom-up qualitative and quantitative approach to identify securities with intrinsic value discrepancies, managing concentrated portfolios across a small client base with a high level of discretion.

Lucy Chou is a financial advisor at Luna Partners with seven years of industry experience. She holds a Series 65 designation and has previously worked at Stockbridge Investors, Berkshire Partners, and Goldman Sachs & Co. Luna Partners provides discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities, focusing on U.S. and select foreign equities and related derivatives. The firm employs a concentrated portfolio approach combining qualitative diligence with quantitative modeling to seek absolute, through-cycle returns while aiming to limit permanent capital loss.