With thirteen years of finance experience under his belt, James Lukezic has learned much about the field. He currently holds a position with Oppenheimer & Company, Inc. as the Director of Investment. Within the company he specializes in retirement services and planning, with a special focus in fiduciary governance.

Mr. Lukezic’s time spent in the profession has given him a thorough understanding of finance. He has sense developed a good reputation in the retirement planning industry. In fact, his reputation has even earned him the title of Top Retirement Plan Advisors under 40 years old by the National Association of Plan Advisors’(NAPA).

The experience and knowledge that Mr. Lukezic has accumulated over the years has become valuable in the finance world. The retirement planning industry is also a relatively new one, with much to be explored. That is why talented professionals in the field have become quite valuable. Mr. Lukezic stands side-by-side with other pioneers in the industry, exploring a new profession with many different possibilities to explore.

Mr. Lukezic became well-versed in finance thanks to what is called an executive education. He graduated from Cornell University with a Bachelor of Science. From there he would join the Junior Executive Training Program at Merrill Lynch & Company. After working for many large finance institutions, Mr. Lukezic would choose to return to school to continue building on his education.

Mr. Lukezic enrolled in an executive education program at the Harvard Business School, learning to apply the experience of practice he had, with the theory he was learning through the executive education program. This specific academic path provides senior executives with opportunities to study various topics in the business world. The programs are specifically designed for experienced executives to further their education.

James Lukezic learned a lot throughout the course of his career and education. His enrollment in the executive education program, his time with multiple large finance institutions, and his own studies have made him a reliable, experienced, and well-rounded finance professional. Mr. Lukezic continues to grow personally and professionally through his experiences. His passion, work ethic, and determination to help others has helped make him successful

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