Brian Luster

Brian provides comprehensive wealth management solutions that integrate investment management, tax strategy, trust and estate planning, and multigenerational planning—each customized to the unique needs of every family he serves. In his role, he also coordinates teams of internal and external legal, tax, and investment professionals, effectively serving as a personal CFO for each estate.

With over 25 years of wealth management experience, Brian has held leadership positions across the industry, including Senior Wealth Manager with BNY Mellon Wealth Management in Central Pennsylvania, Founder and CEO of a boutique multi-family office in New York City, and Managing Member and Portfolio Manager of a long/short U.S. event-driven hedge fund in New York.

A recognized thought leader, Brian has authored more than 80 articles on investing, tax, estate planning, family governance, and next-generation education. His work has been featured in Forbes, Barron’s, The Wall Street Journal, Private Asset Management Magazine, Family Office Elite, and The Huffington Post.

In addition to his professional work, Brian is deeply committed to community service. He is the former Board Chair and President of the York JCC, currently serves as Vice Chair of the WellSpan Health Finance and Investment Committee, and has previously served on the board of The Campus of the Jewish Home of Greater Harrisburg.

Brian and his wife, Sara, reside in York, Pennsylvania, with their three children.