At Luma Wealth Advisors, we continually strive to provide top-notch service, information and guidance to help clients reach their goals. As the firm grows, so does our team, and we gladly introduce you to two women who are looking forward to serving Luma Wealth clients.
Katie S. Sheehan, CFA®
When clients expressed an interest in investing with their values, we listened. Katie Sheehan recently joined our firm as a portfolio manager, responsible for helping set investment strategy and overseeing the implementation of the firm’s impact investing models.
Before joining Luma Wealth, she was with PNC, most recently as a member of the Investment Strategy and Services Group. She was responsible for providing fiduciary oversight for all discretionary fixed income securities. Katie received both her bachelor’s degree and MBA from Cleveland State University where she also taught undergraduate finance.Katie is an active member of the CFA Society Cleveland, and a level 2 CAIA candidate.
Please let us know if you’d like to meet with Katie about investing for social change while still realizing the potential for investment returns.
Michelle L. Taylor, CRPC®
Luma Wealth Advisor
Michelle Taylor recently joined the firm as an advisor, and is responsible for managing client relationships. She brings more than 20 years of wealth management experience to the firm. Michelle is excited to work alongside the Luma leadership team to strategically grow our brand and its footprint.
Prior to joining Luma Wealth, Michelle was Vice President and Branch Manager of Charles Schwab & Co.’s Legacy Village office. Before that, she worked at Fidelity Investments, for nearly two decades, in a number of roles. Michelle is a Chartered Retirement Planning CounselorSM and received a B.B.A. in marketing and a minor in business administration from the University of Kentucky.
She will co-present our popular Solutions for Women™ financial literacy programs in the New Year. Make a resolution to attend a Solutions event, and meet Michelle, in 2018!