Oliver Luxxe Assets LLC

Makayla Vazquez is a financial advisor at Oliver Luxxe Assets LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services Inc. and Lazard Asset Management LLC. Oliver Luxxe Assets LLC serves individual and high-net-worth clients along with institutional clients such as pension plans, trusts, and family offices. The firm uses a proprietary multi-factor quantitative screening process combined with fundamental research to implement tailored investment strategies across equity mandates and other asset types, managing approximately $864 million in assets.

Joseph Sharma is a CFA® charterholder with 13 years of experience in the financial industry. He has been with Oliver Luxxe Assets LLC since 2017 and previously operated Sharma Holdings Inc. from 2016 to 2017. Oliver Luxxe Assets LLC serves individual, high-net-worth, and institutional clients, offering financial planning, investment consulting, and portfolio management. The firm uses a proprietary multi-factor quantitative screening process combined with fundamental research to implement tailored equity strategies and manages approximately $864 million in assets, primarily on a discretionary basis.

Joseph Trucano is a CFP® and holds a Series 66 designation with 14 years of industry experience. He has been with Oliver Luxxe Assets LLC since 2014, where he serves as a client service associate managing various aspects of client relationships, reporting, and trade support. Prior to and alongside his current role, he has also been associated with Purshe Kaplan Sterling Investments since 2014. Oliver Luxxe Assets LLC advises individual and high-net-worth clients as well as institutional clients, offering financial planning, investment consulting, and portfolio management services across a range of strategies. The firm manages approximately $864 million in assets, primarily on a discretionary basis, and utilizes a proprietary multi-factor quantitative screening process combined with fundamental research to tailor investment portfolios.

Brenda Le is a CFA® charterholder with 18 years of industry experience. She joined Oliver Luxxe Assets LLC in 2025 after an 18-year tenure at TimesSquare Capital Management, LLC. Brenda holds a Series 63 license and is based in Gladstone, NJ. Oliver Luxxe Assets LLC advises individual, high-net-worth, and institutional clients, offering financial planning, investment consulting, and portfolio management services. The firm employs a proprietary multi-factor quantitative screening combined with fundamental research to manage a range of equity strategies and oversees approximately $864 million in assets.

Brad Jacobson is a financial advisor at Oliver Luxxe Assets LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oliver Luxxe Assets since 2014. Outside of his advisory role, he is a partner in Poe Yoga LLC, a business offering hot yoga classes, where he assists with accounting and operations. Oliver Luxxe Assets LLC serves individual and high-net-worth clients as well as institutional clients, providing financial planning, investment consulting, and portfolio management. The firm employs a proprietary multi-factor quantitative screening process combined with fundamental research to implement tailored equity and income strategies across various investment vehicles.

Matthew Biedron is a financial advisor at Oliver Luxxe Assets LLC with eight years of industry experience. He holds a Series 65 designation and has been with Oliver Luxxe Assets since 2015. Oliver Luxxe Assets LLC advises individual and high-net-worth clients as well as institutional clients including pension plans, trusts, and charitable organizations. The firm uses a proprietary multi-factor quantitative screening combined with fundamental research to implement tailored investment strategies across various equity mandates and income strategies.

James Lynch is a financial advisor with Oliver Luxxe Assets LLC in Austin, TX, holding Series 63 and Series 65 designations and 39 years of industry experience. He has previously worked at 2Rose1Sky Capital LLC and PURSHE KAPLAN STERLING INVESTMENTS, Inc. Lynch also operates as an independent insurance agent. Oliver Luxxe Assets LLC advises individual, high-net-worth, and institutional clients, offering financial planning, investment consulting, and portfolio management services. The firm employs a proprietary multi-factor quantitative screening process combined with fundamental research to implement tailored equity strategies and manages approximately $864 million in assets.