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Meet the
Leadership Team

Tim Bonacci

President & CEO
meet tim

Natalie Bah

Director, Head of Data and Operations
meet natalie

Brady Beals

Managing Director, Head of Investment Solutions
meet brady

Peter Beisser

Global Head of Marketing
meet peter

Jay Charles

Managing Director, Head of Insurance Solutions
meet jay

Andrew Chen

Managing Director, Platform Engineering
meet andrew

Bob Jenkins

Chief Financial Officer
meet bob

Josh Lane

Chief Information Security Officer
meet josh

Gim Lau

Chief Operating Officer
meet gim

João Monteiro

Head of Data & Integrations Engineering
meet João

Pablo Ortega

Managing Director, Head of Americas Bank-Broker Dealers
meet Pablo

Donald Pogan

Chief Product Officer
meet donald

Rafael Salvatierra

Managing Director, Global Head of Business & Client Management
meet rafael

David Wood

Chief Information Officer
meet david

Tara York

Managing Director, EMEA - Client Partnerships & Growth
meet tara

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425 Walnut St Floor 25
Cincinnati, OH 45202

  • support@lumafintech.com
  • 844-844-5862
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Use of these websites is intended for financial professionals and generally not for use with the public. The information is not intended as, nor should it be construed as legal, tax, or investment advice. Further, none of the information contained on this platform constitutes an offer by Luma Financial Technologies, LLC or its subsidiaries to sell any investment products in any jurisdiction. With respect to any investment product, investors should carefully review the relevant offering material, including the section(s) regarding risks, and consult with a qualified financial advisor prior to investing. Users of this website agree that the information contained herein will not be the primary basis of any investment decisions and that this website does not contain an exhaustive list of all risks related to the financial products discussed herein.

Additional information regarding market-linked CDs and associated risks can be found at www.FINRA.org and https://www.sec.gov/answers/equitylinkedcds.htm.

The following website: https://lumafintech.com, is the intellectual property of Luma Financial Technologies, LLC. ©2026 Luma Financial Technologies, LLC, All Rights Reserved. Luma Financial Technologies, LLC, 425 Walnut Street, Suite 2410, Cincinnati, OH 45202.

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