Luma Insights:

Luma Financial Technologies Appoints Fernando Concha Bambach as Key Account Manager for Latin America

Fernando Concha - Investment Professional

Structured Solutions Expert to Spearhead Latin America Expansion

Cincinnati, OH, August 11, 2020 – Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced today that Fernando Concha Bambach has joined the firm as Key Account Manager for Latin America.  He reports directly to Tim Bonacci, President and Chief Executive Officer of Luma.

Mr. Concha Bambach will play an essential role in leading the firm’s expansion into Latin America by working closely with financial advisors in the region to integrate structured solutions into portfolios to meet the unique needs of their clients.  

“We’re very fortunate to welcome Fernando aboard as we expand our presence into Latin America,” said Mr. Bonacci.  “As we grow our global footprint, we expect Latin America to be a pivotal hub of our business as their financial advisors seek technology solutions to help them meet growing demand for structured products and derivative-based solutions throughout the region.  Fernando’s knowledge and experience in this market will be vital to our success there.”

Mr. Concha Bambach joins Luma from 17 Asset Management, where he served as Director of Structured Finance, focused on building portfolio models for private equity prospects and the development and implementation of portfolio due diligence methodologies for private equity funds.  Previously, he worked as Vice President, Corporate Sales & Structuring at Banco Santander in Brazil and Chile and as Assistant Vice President, Multi-Asset Structuring & Execution at Citigroup in New York, where he also served as a financial advisor.

Upon his appointment, Mr. Concha Bambach said, “Given the challenges facing financial advisors and their clients in this turbulent market environment, I’m excited to be joining Luma, a pioneer in providing the infrastructure and tools necessary for financial advisors to access and implement structured solutions.  I look forward to building upon Luma’s momentum in an emerging marketplace and working closely with financial advisors to help them identify and implement solutions that best meet their clients’ goals.”

Mr. Concha Bambach, who has lived in Miami, Mexico, and Chile, earned a bachelor’s degree in Business and Economics from Pontificia Universidad Catolica De Chile and an MBA from Columbia Business School.

About Luma Financial Technologies 

Luma Financial Technologies is the creator of a centralized, dynamic digital buy-side platform that enables financial advisors to transform complex structured solutions into simplified investments for their clients. Luma’s platform is a fully customizable system to support 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. Luma 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 a multi-issuer, multi-wholesaler and multi-product providing advisors with an extensive breadth of market-linked investments with more choices to best meet clients’ specific portfolio needs.

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