Illumine Investment Management, LLC
Illumine Investment Management, LLC
Our TEAM
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 Stanley and Merrill.
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 chief operating officer at Illumine 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 Management (BHWM), and prior to BHWM, he was Chief Compliance Officer at McComsey Asset Management (MAM.)
He started his career as a Financial Advisor at Morgan Stanley. Ivan holds a BBA in Finance and a BBA in Management Information Systems from Loyola University Chicago.
Amy is the chief compliance officer at Illumine Investment Management, LLC. Prior to joining Illumine, she spent 16 years in the retail banking industry. Her roles varied from sales to retail operations. Most recently her career focused on operations and compliance. Amy holds a BS in Neurobiology from The Evergreen State College in Olympia, WA.
Zayn is a research analyst at Illumine and earned his Master's Degree in Finance from University of California, Irvine. He joined the team in 2020 and helps with analysis, investment research, and trading related tasks.
Maya is an associate analyst at Illumine and helps with data entry, daily operations, client communication, marketing, website/social media outreach, and back office support.
Our TEAM
Your Financial Success is our Priority
Mark McComsey
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 Stanley and Merrill.
Ivan Jevremovic
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 Management (BHWM), and prior to BHWM, he was Chief Compliance Officer at McComsey Asset Management (MAM.)
He started his career as a Financial Advisor at Morgan Stanley. Ivan holds a BBA in Finance and a BBA in Management Information Systems from Loyola University Chicago.
Amy Holloway
Amy is an Operations associate at Illumine Investment Management, LLC. Prior to joining Illumine, she spent 16 years in the retail banking industry. Her roles varied from sales to retail operations. Most recently her career focused on operations and compliance. Amy holds a BS in Neurobiology from The Evergreen State College in Olympia, WA.
Zayn (Shiyi) Zhang
Zayn earned his Master's Degree in Finance from University of California, Irvine. He joined the team in 2020 and helps with analysis, investment research, and trading related tasks.
Maya McComsey
Maya helps with data entry, daily operations, client communication, marketing, website/social media outreach, and back office support.
Lucinda Alden
Lucinda Alden is a Wealth Management Advisor with more than 20 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 is a University of Iowa graduate with a degree in accounting.
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.
Lucinda is not accepting new clients at this time.
Our Custodians
Strategies
ERG provides high quality growth with the goal of lower risk than traditional major U.S equity benchmarks. Investment in a diversified portfolio of high quality, low debt companies experiencing sustainable growth produces a basis for long term capital appreciation.
SCG provides active factor investing in a diversified portfolio of high quality small publicly traded companies that are experiencing positive, durable, and timely growth. Ongoing testing of the factors we use for stock selection allows for an effective response to changing markets.
Illumine Investment Management, LLC. is a registered investment advisor located in Washington State. Illumine Investment Management, LLC. and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Illumine Investment Management, LLC. maintains clients. Illumine Investment Management, LLC. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Illumine Investment Management, LLC.’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Illumine Investment Management, LLC.’s web site on the Internet should not be construed by any consumer and/or prospective client as Illumine Investment Management, LLC.’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Illumine Investment Management, LLC. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Illumine Investment Management, LLC., please contact the SEC, FINRA or the state securities regulators for those states in which Illumine Investment Management, LLC. maintains a filing. A copy of Illumine Investment Management, LLC.’s current written disclosure statement discussing Illumine Investment Management, LLC.’s business operations, service, and fees is available from Illumine Investment Management, LLC. upon written request. Illumine Investment Management, LLC. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Illumine Investment Management, LLC.’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Illumine Investment Management, LLC.) made reference to directly or indirectly by Illumine Investment Management, LLC. in its web site, or indirectly by a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deductions of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. Certain portions of Illumine Investment Management, LLC.’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Illumine Investment Management, LLC.’s (and those of other investment and non-investment professionals) positions and/or recommendations of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Illumine Investment Management, LLC., or form any other investment professional. Illumine Investment Management, LLC. is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.
To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Illumine Investment Management, LLC.’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Illumine Investment Management, LLC., or from any other investment professional.