Luke NagellVICE PRESIDENT, SENIOR WEALTH MANAGER
Luke Nagell is responsible for focusing on financial planning and investments to meet clients’ long-term goals at Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs. An overall emphasis on wealth management allows him to tailor advice and recommendations to the specific financial situations of clients, as well as any objectives and needs they might have. Regular meetings and contact through a variety of formats enable close relationships to develop over time, and adjustments to be made when the needs of clients change through the different stages of their lives.
Luke brings over 15 years of experience in portfolio management and wealth advice. Prior to joining Goldman Sachs Personal Financial Management, he was the chief investment officer for WealthSource Partners, an asset management firm in Centennial, Colorado. In this role, Luke served as head of the Investment Policy Committee, constructing and overseeing portfolio strategies ranging from individual stocks to tactical ETF strategies. His previous experience also includes serving as an associate portfolio manager and member of the Investment and Risk Committee at Weatherstone Capital Management, a tactical asset manager.
Luke earned his MBA in finance and energy from the University of Colorado at Boulder and his undergraduate degree in finance from Montana State University.
Along with his wife and two sons, Luke resides in Morrison, Colorado, where he enjoys golfing, hunting, fly fishing and teaching his boys to ski on the beautiful mountain slopes of their home state.
United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.