We are an asset management and wealth advisory firm located on Bainbridge Island, a short ferry ride from Seattle.
Our team has over 90 years of combined experience in finance and has worked together since 2004.
We have two core strategy types:
-US Equity Growth Strategies
LLC ADVISORY SERVICES ARE OFFERED THROUGH CS PLANNING CORP., AN SEC REGISTERED INVESTMENT ADVISORY FIRM, WHOLLY OWNED BY FOCUSPOINT SOLUTIONS, INC.
Mark is the CEO and Chief Investment Officer at Illumine Investment Management, LLC. In these roles, he is responsible for the overall management of the firm and its investment strategies.
Mark was previously Chief Investment Strategist at Beverly Hills Wealth Management (BHWM), where he was responsible for asset allocation and security selection of managed investment strategies. Prior to BHWM, he was Managing Director And Chief Investment Officer at McComsey Asset Management (MAM). Prior to MAM, Mark held positions at Morgan Stanely and Merril.
Lucinda Alden is a Wealth Management Advisor with more than 17 years of experience providing financial advice to wealthy families and companies, assisting wealthy families and individuals in managing their financial strategy, while advising them in structuring their investments.
She has obtained Certified Investment Management Analyst (CIMA) through Wharton and is a Certified Retirement Planning Counselor (CRPC). She is a University of Iowa graduate with a degree in accounting and continues to be a member of the Iowa Society of Certified Public Accountants.
Her broad financial background has included positions as CFO, Vice President, and Controller for various companies, both Fortune 500 and smaller. She is a former Board member and past President of Financial Executives International, Los Angeles Chapter, a past Deacon for the Bel Air Presbyterian Church, and is a member of both Mensa and past Board member of the Blue Ribbon with the Performing Arts Center of Los Angeles.
Ivan is the COO at Illumine Investment Management, LLC. and is responsible for the day-to-day operations of the business. Prior to joining Illumine, he was Vice President of Asset Management at Beverly Hills Wealth Mangement (BHWM), and prior to BHWM, he was Chief Compliance Officer at McComsey Asset Management.
He started his career as a Financial Advisor at Morgan Stanely. Ivan holds a BBA in Finance and a BBA in Management Information Systems from Loyola University Chicago.
Christine Lu is a Portfolio Manager at Illumine Investment Management, LLC, and she is responsible for equity research, portfolio management, trading, product strategy, investment consulting, portfolio construction, optimization, and performance attribution.
Christine has over 15 years of experience in equity investments and portfolio management, 7 years of experience in portfolio analytics and strategies, and extensive research and modeling experience in equity, bond, alternatives, and multi-asset investments. She was previously head of international investments at Everbright Pramerica Fund, a portfolio manager/strategist and investment committee member at Pacific Asset Management. Prior to that she was a portfolio strategist for allocation and manager selection strategies serving institutional and Ultra-high-net-worth (UHNW) clients at Bank of America Investments.
Christine obtained a Master of Business Administration (MBA) in Analytic Finance and Entrepreneurship from the University of Chicago Booth School of Business, and a Bachelor of Science (BS) in Engineering from Shanghai Jiao Tong University. She is a Charted Financial Analyst (CFA) and an active volunteer with CFA Institute.
Mr.Gray specializes in deploying highly efficient, scalable systems to provide a best-in-class technology suite for modern Registered Investment Advisor (RIA) operations. Expertise includes cloud architecture and systems design, as well as legacy migration and hybrid deployments for venture capital oversight groups and tech start ups. Scot’s experience includes serving as Chief Technology officer at Beverly Hills Wealth Management, Vice President- Enterprise Architect at Bank of America, Vice President- Enterprise Architect Countrywide Home Loans Systems, and Architect at Alpha Micro Systems.
Jim is a Senior Advisor to Illumine Investment Management. He is a memeber of the investment committees for two different foundations. Prior to Illumine Investment Management, LLC. Jim spent fifteen years with Nicolas Applegate in San Diego. He became a partner of the firm in 1992 and played a major role in its growth from $400 million under management to over $50 billion before he retired in 2002. He also spent seven years as a pension consultant for Merrill Lynch, with clients such as Atlantic richfield, City of Los Angeles and Mattel. He is a graduate of the United States Air Force Academy with a B. S. degree in 1964 and earned an M.B.A in 1974 from U.S.C.