Luma Platform

Donald oversees customized deployments and product performance reporting. As product owner for Luma, he ensures the ongoing development of the platform, regular and timely feature enhancements and a progressive roadmap that delivers high value, market-leading capabilities to clients.

Donald previously worked for UBS Wealth Management. He specialized in providing clients with portfolio management and financial planning advice. Donald received a bachelor’s in business administration from the Fisher College of Business at The Ohio State University and currently maintains his Series 7 and 24 securities licenses.

Bob oversees the firm’s accounting, financial reporting, human resources and compliance functions.  As the registered FINOP, Bob administers the firm’s policies and ensures compliance with all regulatory authorities. 

Bob has almost 10 years of experience in the financial services and technology industries.  He has overseen both equity investment and lending transactions, while managing financial reporting, benefits and HR administration.  He also obtained his Series 27 license as a Financial and Operations Principal and maintains this active registration through FINRA. 

Bob’s prior experience includes working as a contracted accountant for businesses spanning multiple industries including finance, technology, manufacturing, and not-for-profit.  Bob received his bachelor’s degree in accounting from the Farmer School of Business at Miami University.

Bill is responsible for the technology delivery of the Luma platform, including development, quality assurance, and technical operations.  

Bill previously worked as a Software Architect and Manager for companies such as Quintiles (IQVIA), Infor, Equifax, and numerous startups. He has a bachelor’s degree in computer science and a master’s in business administration – management of technology, both from The Georgia Institute of Technology.

Alec Cheung is a 20-year marketing veteran in the B2B software and services space. He has technology marketing experience in the fields of mortgage banking, customer care and CRM software. At Luma, he is responsible for all aspects of marketing, including branding, public relations, message development and demand generation. Alec was previously Vice President of Marketing and Product Management for eLynx, a provider of e-signature software to mortgage banks. Prior to that, he held a variety of marketing and product management roles at Convergys, a call center outsourcer. Alec has also been a business consultant for Deloitte and a certified public accountant for KPMG. 

Alec earned his bachelor’s degree in economics and his master’s in business administration, both from UCLA.