MICHAEL LUFTMAN CHFC®, CASL
Michael began his career in 1997 attending the Investment Banking Program with PaineWebber. Shortly thereafter, he became a Financial Planner with Scher Financial Group, an office of MetLife, before forming Hudson Wealth Advisors. In 2016, MetLife Financial Services (MFS) was acquired by Mass Mutual, and Hudson Wealth Advisors was merged into Fortis Lux Financial. A graduate of Pennsylvania State University with a Bachelor of Science in Finance, Michael also attended the University of Seville, Spain where he studied International Finance and Taxation. He has received several Honors and Awards including MetLife Securities Advisory Board, Fidelity’s Advisory Council and BlackRock’s Masters Club. Michael achieved the ChFC® (Chartered Financial Consultant) designation in May 2010 along with his CASL® (Chartered Advisor for Senior Living) designation shortly thereafter.
Edward began his professional career in wealth management in 1999 with Morgan Stanley Dean Witter in Greenwich, CT. While there, he developed a deep understanding of investment products and offerings, leading him to manage the wealth of a select group of high net worth individuals in Darien, CT. Edward opened his own wealth management outfit in New York which he ran until 2011, when he was made an offer to join MetLife Premier Client Group, for his unique skill set of investment selection and management. He is committed to offering the highest level of investment techniques to every investor; his extensive knowledge of investing allows him to provide complex strategies to each of his clients with easy to understand advisement. The approach he uses for investment selection is a combination of fundamental and technical analysis.
JUSTIN FERGUSON, CFA®
Justin began his career in analytical chemistry for a pharmaceutical research firm specializing in drug metabolism studies. In 2013, he left chemistry to apply his analytics and modeling skills to finance. He traded distressed credit for a boutique hedge fund in New York where he
focused primarily on restructuring credit in cases including the Lehman Brothers and Saab Automobile proceedings. Justin joined Fortis Lux in 2017 as his team’s investment division continued to grow. Justin graduated from Villanova University in 2010 with a Bachelor of Science in Biology. He is a CFA Level III candidate where he will be sitting for the final
exam in June of 2018.
Lisa began her career External Wholesaling to Financial Advisors within Financial Institutions at AIG SunAmerica, She has continually progressed in her career to National Sales positions of greater scope and responsibility, from AIG National Accounts, to Wells Fargo Advisors where she covered Bank, Wire and Independent Channel Relationships for the National Sales Group. Most recently, Lisa represented the MetLife Securities Broker-Dealer covering the MetLife PCG Advisors Channel which was later acquired by MassMutual Investment Services, where she continued her role on the National Sales Team for MassMutual Financial Group.
Lisa offers a blend of financial services multi-channel wholesaling and relationship management. Her strong sales experience and sales management expertise have been valuable to her success in penetrating target markets, generating additional sources of revenue, and forming strategic relationships.
NICHOLAS DOWELL, CFA®
Nick has over 12 years of industry experience across both institutional and retail finance. Nick’s primary duties at MML include portfolio construction for private wealth clients, investment research, and initial and ongoing product due diligence. Prior to joining MML, Nick was an Associate Director in the Valuations Group at Babson Capital (now Barings) where his primary role was derivatives valuations.
Nick holds a BSBA from Western New England University and an MBA from the Isenberg School of Management at UMass Amherst. Additionally, Nick is a CFA charterholder and Certified FRM.
ADAM DEADY, CFA®, CAIA®