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Tim Bonacci is the President and CEO of Luma Financial Technologies.
Tim started Luma to grow the structured products market by helping advisors more easily understand and sell market-linked investments. He created Luma by spinning out the technology platform of Navian Capital, a successful and ongoing structured products wholesaler and distributor he co-founded in 2005.
Prior to starting his own businesses in finance and real estate, Tim had an accomplished career in corporate banking and wealth management that spanned 20 years and included senior positions at two of the country’s top super regional banks. Tim was managing director of the private client group at Fifth Third Bank where he was responsible for client sales, relationship management, and product development. Prior to Fifth Third, Tim was the regional managing director of PNC Bank’s wealth management group.
Tim holds a bachelor’s degree in economics from Pennsylvania State University, an MBA in finance and post-MBA in accounting from St. Joseph’s University. He has also completed an Executive Education Program through the Wharton School of Business. Tim holds Series 24, 4 and 7 licenses.
Tim is active in several charitable organizations and is presently on the Board of the Cincinnati Zoo and Botanical Gardens.
Donald Pogan
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 Jenkins
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 Milligan
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
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.
