Luis has 30 years of experience in various senior investment management roles. He has continually served as a trusted advisor to public company boards, insurance company CIOs, ultra-high-net-worth principals, and family offices. He is regularly called upon to identify opportunities and non-correlated investments within challenging markets and to advise on providing financing for acquisitions.

Luis started his career as a senior analyst and portfolio manager at Citigroup, and later at Global Hedge Strategies, a joint venture between Citigroup and PAAMCO, before leading customized portfolio solutions and co-investment mandates at OpenArc, Sciens Capital Management, and Fairfield Heathcliff Capital.

Luis currently serves as a senior advisor to Park Ohio Holdings Corporation and on the Board of Directors for Crawford United Corporation.

Luis earned his MBA in Finance & Operations Management, B.S. in Business Administration and B.S. in Economics from Case Western Reserve University. He holds Series 7, 63, and 65 licenses.