Braeden Lueken

Braeden Lueken is a Monitoring Analyst at Pathway Capital Management since August 2023, previously serving as a Client Advisory Associate at Whittier Trust Company from January 2022 to August 2023, and as a Client Advisory Intern at the same company during the summer of 2021. In these roles, Braeden collaborated with the client advisory team to analyze trust documents, produced educational materials for clients regarding financial strategies, and managed vendor contracts for regulatory compliance. Earlier experience includes an internship at Integris Wealth Management in the summer of 2020, where Braeden implemented new wealth management software and analyzed client portfolios for tax efficiency. Braeden earned a Bachelor of Arts in Economics from Chapman University in December 2021.