Luka Arnerich is a Retirement Plan Consultant, working with Plan Sponsor clients from the SageView office in Portland, Oregon. He is dedicated to delivering individualized service to each of his clients, gaining an in-depth understanding of their needs and goals and bringing his best ideas to improving their long-term outcomes while building their fiduciary knowledge and awareness along the way.
He serves his clients with portfolio management, investment policy development, plan design, investment menu design, vendor management, governance support, and fiduciary education. His expertise extends from defined contribution, defined benefit and deferred compensation plans, to consulting on endowments and foundations.
Before joining SageView in 2021, Luka spent eight years as a Consultant working with institutional clients at Arnerich Massena. Before that, he was the Chief Compliance Officer and Director of Operations at SC Management, Inc., where he was responsible for the daily operational functions of a short-biased hedge fund.
Luka earned a Bachelor of Science in business administration, with a finance major, from the University of Arizona. He is a current FINRA Series 65 license holder. He also holds the Chartered Alternative Investment Analyst (CAIA) designation. Luka sits on the board of the Cole Parker Randall Foundation, an organization focused on raising awareness of Spinal Muscular Atrophy (SMA) in infants.