Who We Are
The people behind the research.
Oliver Luxxe is deliberately small, senior, and generalist. The people who screen an idea are the people who write the thesis, size the position, and answer for it: no outsourced research, no borrowed conviction.
Together they bring decades of investing, planning, and stewardship to a single standard of care: the one they would demand of their own capital. A compact bench, chosen for judgment over headcount, and accountable to you at every step.
The Team
Select a colleague to read their bio.

Brad Jacobson
Senior Client Portfolio Manager & Managing Director

Matt Biedron, CFA®
Interim Chief Investment Officer

Drew Crawford, Jr.
Director of Research

Joseph Trucano, CFP®
Director of Financial Planning

Laura Flanagan, PhD | JD
General Counsel

Eric Feigenwinter
Research Analyst

Makayla Vazquez, CFP®
Wealth Strategy Associate

Olivia Augustyniak
Client Service Associate

Allison Jaffe
Compliance Associate