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Luma Financial Technologies

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Meet the Leadership Team

Our leadership team brings together deep expertise in finance, technology, and operations to power the future of alternative investment solutions.

Tim Bonacci

President & CEO

Meet Tim →

Steven Acosta

Director, Global Sales Lead

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Natalie Bah

Director, Head of Data and Operations

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Brady Beals

Managing Director, Head of Investment Solutions

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Peter Beisser

Global Head of Marketing

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Jay Charles

Managing Director, Head of Insurance Solutions

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Andrew Chen

Managing Director, Platform Engineering

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Bob Jenkins

Chief Financial Officer

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Gim Lau

Chief Operating Officer

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Josh Manne

Director, Human Resources

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João Monteiro

Head of Data & Integrations Engineering

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Pablo Ortega

Managing Director, Head of Americas Bank-Broker Dealers

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Donald Pogan

Chief Product Officer

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Rafael Salvatierra

Managing Director, Global Head of Business & Client Management

Meet Rafael →

Bryan Thompson

Chief Information Security Officer

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David Wood

Chief Information Officer

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Tara York

Managing Director, EMEA - Client Partnerships & Growth

Meet Tara →

Looking to Grow Your Career?

Check out our open positions!

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Luma Wins “Best Multi-Issuer Platform” at SRP Americas 2025

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Quick Links
  • Solutions
    • Structured Products
    • Annuities
    • Life Insurance
  • Technology
    • Product Marketplace
    • Creation Hub
    • Lifecycle Manager
    • Learning Center
    • Integrations
    • APIs
  • Company
    • About Luma
    • Who We Serve
    • Leadership Team
    • Trust Center
    • Careers
    • Contact Us
  • Insights
Get In Touch
Get In Touch

425 Walnut St Floor 25
Cincinnati, OH 45202

  • support@lumafintech.com
  • 844-844-5862
  • Mon-Fri 9:00AM - 8:30PM EST

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, Floor 25, Cincinnati, OH 45202

Access Luma’s Policies: Privacy Policy | Terms of Use | Cookie Policy

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Thanks for your interest!

How would you like to explore the platform further?

Watch a pre-recorded overview of the Luma platform.

Request A Video

Schedule a personalized demo with a Luma expert.

Schedule Demo
← Back to Form Selection
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