Jack Luna

Partner

Jack Luna broke into the business in 2002 with the Wealth Management Group at Merrill Lynch in Dallas, Texas. He was recruited away and worked at Morgan Stanley before making the move to independence and joining Optimus Capital Advisors in 2009. He is known for his personal approach, outspokenness and close attention to his clients needs.

Jack Luna

Partner

Jack Luna broke into the business in 2002 with the Wealth Management Group at Merrill Lynch in Dallas, Texas. He was recruited away and worked at Morgan Stanley before making the move to independence and joining Optimus Capital Advisors in 2009. He is known for his personal approach, outspokenness and close attention to his clients needs.

About Jack

Jack plays a vital role as a member of the investment management team in charge of trading technology and portfolio implementation. His attention to detail is key to making sure portfolio’s are accurately and efficiently managed.

Jack is a native Texan and graduated from Oklahoma City University, where he was an All-Conference midfielder on the soccer team. Jack and his wife Marilee have been married since college and have three adult children and a grandchild. He is an active runner, completing marathons in the U.S.A and Ireland, enjoys hunting, works out regularly and is continually seeking to improve his dreadful golf game (to no avail). Ask him about his classic Jeep or his granddaughters and he won’t stop talking about them!

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