James Lukezic

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James Lukezic

James Lukezic Explains What a Sommelier is All About

James Lukezic might have an extensive portfolio as a retirement consultant for large corporations that expands two decades, but his passion is also wine. “My family has been making and selling wine for centuries. They have owned wineries in Slovenia (Austrian Hungarian Empire) and the Collio region of Italy,” James Lukezic says. Because of his background, James Lukezic decided to […]

James Lukezic Shares Tips for Finding a Financial Advisor

As the Executive Managing Director of Old Slip Capital Partners, James Lukezic has almost two decades of experience working as a retirement consultant for large corporations. He has taken on different roles serving as a financial analyst and institutional consultant for many financial corporations over the years. James Lukezic recognizes some individuals are not comfortable with the […]

From Executive Managing Director to Sommelier – James Lukezic Explains How to Become a Sommelier

Although James Lukezic has a strong professional portfolio as the Executive Managing Director of Old Slip Capital Partners and two decades of experience working as a retirement consultant for large corporations, he is also an avid wine collector. “My family has been making and selling wine for centuries. They have owned wineries in Slovenia (Austrian Hungarian Empire) […]

James Lukezic Explains what an ERISA Consultant to Large Corporations Does

With almost 20 years of experience working as a retirement consultant and financial analyst for corporations such as Merrill Lynch, Citigroup Global Markets, Wells Fargo, and Bank of America, James Lukezic has extensive knowledge in corporate retirement plan services. In his current role as Executive Managing Director for Old Slip Capital Partners, he has taken the firm […]