Luke McCaslin

Senior Investment Strategist

  |  Class VI Family Office

Licenses: CFP

Luke is Senior Investment Strategist for Class VI Family Office, joining the team in January 2019 as a Client Advisor and being promoted to his current role in 2021.

Luke has 12+ years of experience in banking and wealth management, including 9 years between Wells Fargo and Bank of the West Private Bank. He has served business owners and other high net worth individuals, helping them think through credit solutions, financial planning opportunities and asset allocation decisions.

As Senior Investment Strategist, Luke is responsible for designing, implementing, and monitoring our clients’ investment portfolios. He helps assess a client’s risk tolerance, goals, and time horizon and then creates a customized investment policy. Luke plays a key role in the overall investment strategy of the firm, including asset allocation decisions, manager selection, due diligence of private investments, and in providing market commentary and investment-related client communications.

Luke was born in MA, raised in CO, and graduated from University of Colorado at Boulder with a degree in economics. He also holds the CFP® designation. Luke and his wife, Jess, are the proud parents of 5 young children.