Nicholas Di Re is a Vice President & Management Consultant at Luminae, bringing over 25 years of expertise in business development, sales, investments, and financial markets. He takes pride in forging the strategic relationships that fuel growth and success, leveraging lessons learned from top-tier venture capital, private equity, and financial services organizations.
 

Throughout his career, Nick has delivered meaningful value through high-impact partnerships. At PitchBook, he managed C-suite engagements across complex sales cycles, playing a key role in the company’s rapid expansion and $235 million acquisition by Morningstar. His roles at Wells Fargo and Salomon Smith Barney honed his understanding of fixed-income product cash flows and sophisticated financing structures.
 

At Luminae, Nick partners with financial advisors seeking to build succession plans or transition their practices. He guides clients through every phase—outlining strategic succession roadmaps, profiling and prescreening prospective buyers, structuring negotiations, and overseeing business valuations. He also coordinates essential support services, including financing arrangements, forensic accounting, and legal counsel, to ensure smooth, successful transactions.
 

As a core member of the Luminae team, Nick leverages a holistic, multidisciplinary approach to equip advisors with the resources and strategies they need to surpass their goals. Whether navigating a move from a Broker/Dealer model, launching an RIA, or planning for succession, he delivers tailored marketing insights and execution plans that help advisors thrive in a competitive marketplace.