Luis Sepulveda
Vice President, Investments
Luis Sepulveda has over 30 years of Financial Markets Experience and has guided clients through both Bull and Bear markets throughout his career. He grew up with 6 sisters and has 4 daughters, and as such, he has learned the value of “Buying on Sale.” He believes in Diversification of Products, Sectors and Styles, plus limiting the “Size” of Holdings and Sectors, in addition to using “Basket Products” like Closed End Funds and Unit Investment Trust to limit the Volatility in Portfolios plus add Dividend Income.
Luis holds a Bachelor's Degree in Food Distribution from the University of Western Michigan, and he previously worked 12 years in the Retail Management and Corporate Office side of a Major Chicago Area Food Grocery Chain. This history helps in his understanding when diversifying accounts with Retail Store, Food Stocks, Value Oriented Stocks and Basket Products.
Luis was born and raised on Chicago’s Southwest Side and currently lives in the Western Suburbs. He is the proud father of 4 Adult Daughters, 2 Graduated from DePaul University, 1 from Northwestern University and the youngest graduated from Loyola University. 3 of the 4 daughters have also earned their Master’s Degrees.
Luis is a lifelong, diehard fan of the Chicago White Sox and Chicago Bears.