Luke J. Adams

Luke is a leader in the wealth management practice at Deloitte Consulting LLP, where he guides global financial institutions through complex transformation initiatives in investment management, securities services, custody, and investment operations. He has led multimillion-dollar wealth management transformations for global banks and advisors, overseeing proposition strategy, client and advisor experience, technology modernization, SaaS implementation and data conversion, rationalization of complex operational processes, and the design of robust organizational and compliance frameworks for firms managing hundreds of billions in assets.

Luke’s perspective is shaped by his experience as a Private Banker at a major global financial services firm, where he advised high-net-worth clients on planning, banking, borrowing, and investing, and by his earlier career as a US Navy Operations Officer, leading strategic planning and commanding large, diverse teams aboard Naval warships during deployments to southeast Asia and the Middle East. Luke has obtained FINRA Series 7 and 63 qualifications and an MBA with a concentration in Finance from the Kellogg School of Management at Northwestern University.