Industry leading Fiduciary Governance, Investment Research and ERISA Consultancy - Upholding a New Fiduciary Standard
Old Slip Capital Management is committed to partnering with organizations in an advisory capacity. Our teams in-depth and experience allows them to provide comprehensive consultation of both the industry and the markets. Our team is able to help organizations strategize and navigate goals on an individual company basis. Whether one is seeking transactions such as acquisitions, divestitures, and mergers, private or public transactions and management-led buyouts, we have the resources, experience, and capabilities to work closely with clients to achieve the desired results.
Your wealth brings unique financial management challenges. Experience how our personalized approach to meeting your financial needs, coordinated with your overall wealth management plan, can leave you free to focus on life's most important endeavors.
With considerable wealth comes the challenge of integrating all of the services and experience needed to sustain it. Let our advice-driven family office management help preserve your family's current lifestyle and continue your legacy. An integrated approach for complex needs. Designed for families with complicated wealth management concerns that cross multiple disciplines and generations, our family office services integrate your financial and life management needs.
Old Slip Benefits and Insurance Group provides a complete range of insurance and risk management consultation, products and services to individuals and institutions.
A comprehensive wealth education and communication program can guide your family along the path to preserving your wealth and values. Discover why family governance is an integral part of our wealth planning services, and how it can help your family operate more efficiently and harmoniously.
At Old Slip Benefits and Insurance Services, we provide corporations and non-profits with cost-effective executive and employee benefit management services and plans. Our experienced benefits advisors craft custom-designed employee benefit plans that help our clients recruit, retain and reward key employees.
Biography
James J. Lukezic
Managing Principal​
Executive Managing Director
Institutional Consultant
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James is a graduate of Cornell University starting his career at Merrill Lynch & Co. participating in its Junior Executive Training Program in New York City. James was selected to join as a Financial Analyst in the Offshore Funds and Private investor Sales Division. During this time James spent two years, participating part-time, as a Visiting lecturer at Princeton University in the Department of Politics and completed his Executive Education in Marketing at the Harvard Business School in Cambridge, Massachusetts.
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At Merrill Lynch, James was part of the international private client group (IPCG) and responsible for developing new business and maintaining existing business with high end clientele; corporate, government, and individual high net worth. James had the opportunity to develop and hone his skills as a marketer and relationship manager, with responsibilities for clientele in New York and Miami, and later maintaining and developing new business with clients in Buenos Aires (Merrill's largest foreign broker office at the time), and Santiago Chile. James also later worked for Citigroup Global Markets, Bank of America and Wells Fargo as a Relationship Manager and Retirement Plan Consultant serving Corporate clients. Most recently James served as Director of Investments at Oppenheimer & Co. Inc., where he focused on providing corporate retirement plan services, with an emphasis on fiduciary governance. Retirement plan consultation included consultation on defined contribution plans and platforms, defined benefit plans, ESOP's and Non-Qualified Deferred Contribution Plans.
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Ultimately, James uses a consultative, planning-based approach in recommending client strategies. James leverages what is a truly unconflicted investment environment at Old Slip Capital Partners that enables James to identify and select superior investment management services wherever they are housed. Through the use of a combination of traditional and alternative investments for qualified investors (some or all alternative investments may not be suitable for certain investors) in the asset allocation process, James is able to, with his substantial research focused team, create customized institutional portfolios that are deemed to address strict mandated series of criteria, including diversification needs, time horizons, and risk thresholds.
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James, of Manhattan, is the Chairman of ITF USA, a 501(c)(3) non-profit organization that assists landmine victims in over 30 countries worldwide. He is also the Chairman to The Lukezic Family Foundation, Inc., a charity that assists children in need in the five boroughs of NYC that have only one parent. James is also a member of the United States Polo Association, New York City's Fencers Club, The Downtown Association, The Cornell Club of NYC and the American Helicopter Society.
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