Tim Bonacci Luma Financial Technologies CEO Rating

Luma Financial Technologies CEO Tim Bonacci Bio

Tim Bonacci is the President and CEO of Luma Financial Technologies.

Tim started Luma to grow the structured products market by helping advisors more easily understand and sell market-linked investments. He created Luma by spinning out the technology platform of Navian Capital, a structured products wholesaler and distributor he co-founded in 2005.

Prior to starting his own businesses in finance and real estate, Tim had an accomplished career in corporate banking and wealth management that spanned 20 years and included senior positions at two of the country’s top super regional banks. Tim was managing director of the private client group at Fifth Third Bank where he was responsible for client sales, relationship management, and product development.?Prior to Fifth Third, Tim was the regional managing director of PNC Bank’s wealth management group.

Tim holds a bachelor’s degree in economics from Pennsylvania State University, an MBA in finance and post-MBA in accounting from St. Joseph’s University. He has also completed an Executive Education Program through the Wharton School of Business.? Tim holds Series 24, 4 and 7 licenses.

Tim is active in several charitable organizations and is presently on the Board of the Cincinnati Zoo and Botanical Gardens.

Luma Financial Technologies CEO Tim Bonacci At a Glance

The CEO score provides an understanding of how employees feel about the CEO’s leadership style and effectiveness at Luma Financial Technologies.

Luma Financial Technologies' CEO is highly regarded by Female employees, the Operations department, and employees with Over 10 Years experience. However, the Engineering department, employees with 1 to 3 Years experience, and Male employees have a less favorable view of the CEO and believe there is room for improvement. Overall, the CEO score has remained stable over the last 90 days.