Luma Insights:

Luma Financial Technologies Appoints Rodney Branch as Chief Marketing Officer

Industry veteran to drive marketing and branding initiatives as structured products platform continues rampant expansion.

Cincinnati, OH, July 20, 2020 – Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced today that Rodney Branch has joined the firm as Chief Marketing Officer.  He reports directly to Tim Bonacci, President and Chief Executive Officer of Luma.

Based in the firm’s headquarters in Cincinnati, Ohio, Mr. Branch will spearhead marketing and branding initiatives as Luma continues to expand its offerings to help financial advisors and allocators address the ever-changing needs of clients.

“Rodney brings to Luma over two decades of industry experience and an impressive track record of implementing campaigns that help clients make informed decisions,” said Mr. Bonacci.  “With Luma doubling in size across all growth metrics over the past year, we’re excited to welcome Rodney to the team and look forward to his contributions toward building on our strong momentum.”

Mr. Branch joins Luma after spending time with Athene USA, Prudential Financial and Nationwide Financial, all where he was focused on supporting the annuities business through product and marketing solutions. More recently, Mr. Branch served as the Chief Marketing Officer for a human capital management software company where he was responsible for overseeing the firm’s marketing strategy and operations. 

“I’m thrilled to join a company that is leading the charge on fintech solutions within the structured product and annuities space,” said Mr. Branch. “Luma is transforming and streamlining the process for financial advisors to request, compare, price and select these types of financial vehicles that meet their clients’ specific portfolio objectives. I look forward to driving greater visibility of the Luma platform as the firm continues to exponentially grow.”

Mr. Branch earned a Master’s in Business Administration in Marketing from the University of North Carolina at Chapel Hill and a Bachelor of Business Administration in Marketing/Marketing Management from the University of Texas; he also holds FINRA security licenses Series 6 and 26.

About Luma Financial Technologies 

Luma Financial Technologies is the creator of Luma, a fully customizable, independent, buy-side platform that helps financial advisors more efficiently learn, create, order and manage market-linked investments such as structured products, structured annuities and more.

Launched in 2011, Luma is one of the largest and longest-tenured structured product platforms in the U.S. market and is used by broker/dealer firms, RIA offices and private banks to automate and optimize the full process cycle for offering and transacting in market-linked investments.  This includes advisor education and certification; creation and pricing of custom structures; order entry; and post-trade actions. Luma is multi-issuer, multi-wholesaler and multi-product, thus providing advisors with an extensive breadth of market-linked investments to best meet clients’ specific portfolio needs.

Headquartered in Cincinnati, OH, Luma also has offices in New York, NY.