Luke NagellSENIOR WEALTH MANAGER
As a Senior Wealth Manager for United Capital, Luke focuses on investments and financial planning to help meet his clients’ long-term financial goals. Utilizing his strong background in portfolio management and investment research, Luke Nagell brings a high level of expertise and attention to his clients’ accounts.
Luke brings over 15 years’ experience in portfolio management and wealth advice including having established his own Registered Investment Advisory firm, Gallatin River Capital and managing it for over six years. Most recently Luke was the Chief Investment Officer (CIO) for WealthSource Partners an asset management firm in Centennial, CO. In his role as CIO, Luke was the head of the Investment Policy Committee where he constructed and oversaw portfolio strategies ranging from individual stocks to tactical ETF strategies. Prior to his CIO role Luke served as an Associate Portfolio Manager and on the Investment and Risk Committee for Weatherstone Capital Management a tactical asset manager in Denver. During his time at Weatherstone, Luke gained a vast knowledge base of managing tactical portfolio strategies and helped successfully navigate and protect client portfolios through the 2008 financial crisis. He achieved his MBA in Finance and Energy from the University of Colorado at Boulder and his undergraduate degree in Finance from Montana State University, Bozeman.
Along with his wife and two sons, Luke resides in Morrison, CO where he enjoys golfing, hunting, fly fishing, and teaching his boys to ski on the beautiful mountain slopes of Colorado.