Oliver Luxxe Assets LLC

Makayla Vazquez is a CFP® with three years of industry experience, currently serving as a financial advisor at Oliver Luxxe Assets LLC. Her prior experience includes roles at UBS Financial Services and Lazard Asset Management. Oliver Luxxe Assets LLC provides financial planning, investment consulting, and portfolio management services to a diverse client base, including individuals and institutions. The firm employs a multi-factor quantitative screening process combined with bottom-up research and manages a variety of investment strategies through proprietary models and sub-advisers.

Joseph Trucano is a CFP® professional with 14 years of industry experience, currently serving at Oliver Luxxe Assets LLC. He has worked at Oliver Luxxe Assets and Purshe Kaplan Sterling Investments since 2014. His role includes fully servicing all aspects of client relationships, report management, and trade support. Oliver Luxxe Assets LLC provides financial planning, investment consulting, and portfolio management to individual and institutional clients, including pension plans, trusts, and charitable organizations. The firm employs a multi-factor quantitative screening process and fundamental research to manage diverse strategies through proprietary model portfolios and affiliated private funds.

Brad Jacobson is a financial advisor with Oliver Luxxe Assets LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Oliver Luxxe Assets LLC since 2014. Outside of his advisory role, Jacobson is involved as a partner in Poe Yoga LLC, a business offering hot yoga classes, where he assists with accounting and operations. Oliver Luxxe Assets LLC provides financial planning, investment consulting, and portfolio management to individual and institutional clients, including pension plans, trusts, and family offices. The firm uses a multi-factor proprietary quantitative screening process combined with fundamental research to implement diversified investment strategies across equities, fixed income, ETFs, and third-party managers.

Matthew Biedron is a financial advisor with Oliver Luxxe Assets LLC, holding a Series 65 designation and nine years of industry experience. He has been with Oliver Luxxe Assets since 2015. Oliver Luxxe Assets LLC provides financial planning, investment consulting, and portfolio management services to individual and institutional clients, including pension and profit-sharing plans, trusts, charitable organizations, and family offices. The firm employs a proprietary multi-factor quantitative screening process combined with fundamental research, managing a variety of equity and income strategies through model portfolios and sub-advisers.

James Lynch is a financial advisor with Oliver Luxxe Assets LLC in Austin, TX, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior experience includes roles at 2Rose1Sky Capital LLC and PURSHE KAPLAN STERLING INVESTMENTS, Inc. He is also an independent insurance agent operating in Austin. Oliver Luxxe Assets LLC provides financial planning, investment consulting, and portfolio management services to individual and institutional clients. The firm employs a multi-factor proprietary quantitative screening combined with fundamental research to implement diversified strategies across equities, fixed income, ETFs, and managed portfolios.