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Luke Berger, CFA, CAIA

Director - Business Development
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Luke serves as a director – business development for SJF and joined the firm in 2024.

Prior to joining SJF, Luke was an external client advisor - vice president (IBD Channel) from 2023 to 2024, hybrid client advisor - vice president from 2021 to 2023, an internal client advisor - associate (IBD Channel) from 2017 to 2021, a financial advisor services - analyst from 2016 to 2017 and a shareholder services analyst from 2015 to 2016.

Luke graduated from Ohio Dominican University with a Bachelor of Science in business administration and holds the Series 7 and 63 FINRA securities licenses.

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