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    Luka Erceg, JD, LLM, MBA, CIRA, CTP, CPFA

    Investment Advisory | Financial Planning | Capital/M&A | Distressed Assets/Credit | Trusts/Estates

    Luka Erceg is a multifaceted professional with an impressive array of qualifications and experiences. He holds several advanced degrees, including a Juris Doctor (JD), Master of Laws (LLM), and Master of Business Administration (MBA).1 Additionally, he has obtained professional certifications such as Certified Insolvency and Restructuring Advisor (CIRA), Certified Turnaround Professional (CTP), and Certified Professional Financial Advisor (CPFA).1

    Professional Background

    Erceg is an entrepreneur and business leader with a diverse set of interests and expertise. He is currently a minority owner (24.9%) at Heritage Financial System, LLC. His professional focus areas include:

    • Distressed investments: Erceg has experience in dealing with financially troubled companies and assets.5
    • Financial services: He is the founder and managing director of Dynamique Financial, LLC, a disability-run financial services firm specializing in investment opportunities.6
    • Procurement consulting: Erceg is known for his passion and expertise in this field.3

    Personal Interests and Characteristics

    Beyond his professional pursuits, Luka Erceg is:

    • An amateur chef and wine collector
    • A member of YPO (Young Presidents' Organization)
    • Passionate about teamwork and leadership
    • A father and husband5

    Social Impact

    Erceg demonstrates a commitment to social causes, particularly in the realm of disability advocacy:

    • He has joined the Board of Barrier Free Living NYC, an organization dedicated to breaking down barriers and advocating for people with disabilities.1
    • His work with Dynamique Financial, LLC focuses on the intersection of technology, disability, and economic opportunities.6

    Luka Erceg's LinkedIn profile (username: lerceg) reflects his diverse professional background and his ongoing engagement with various business and social initiatives.124

    Related Questions

    What are Luka Erceg's main responsibilities at Heritage Financial System, LLC?
    How did Luka Erceg start his career in finance?
    What is the mission of Barrier Free Living NYC?
    What are Luka Erceg's key achievements in procurement consulting?
    How does Luka Erceg balance his professional and personal life?
    Luka Erceg, JD, LLM, MBA, CIRA, CTP, CPFA
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    Luka Erceg, JD, LLM, MBA, CIRA, CTP, CPFA, photo 2
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    Location

    San Diego, California, United States