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Zoe G
Series 65
Norfolk, VA
Sandpiper Capital, LLC
Zoe Giannotti is a financial advisor at Sandpiper Capital, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Pearson Education since 2008. Sandpiper Capital is a fee-only investment adviser managing approximately $20.2 million in discretionary client assets. The firm serves individual and charitable clients using model asset-allocation portfolios based on Modern Portfolio Theory, emphasizing risk management and diversified exposure across markets and strategies.
Thomas L
CFA®, Series 63
Norfolk, VA
Sandpiper Capital, LLC
Thomas Lukic is a CFA® charterholder with 24 years of industry experience. He has been with Sandpiper Capital, LLC since 2008. Sandpiper Capital is a fee-only investment adviser managing approximately $20.2 million in discretionary client assets, providing portfolio management to individual and charitable clients through model asset-allocation portfolios. The firm emphasizes Modern Portfolio Theory and risk management, combining diversified market exposure with proprietary risk-budgeting models and monthly account reviews.
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