Luke graduated from the University of Wisconsin-Madison with a bachelor’s degree in finance and entrepreneurship. He has passed the first two levels of the CFA program and is a Level III candidate for the CFA designation. Luke has four years of industry experience where he has focused on statistics and analytics, as well as research in assets and portfolio management. His eagerness for helping others is illustrated through a desire to educate and guide those around him—whether it’s teaching processes, maximizing personal development, or communicating complex financial theories. In his Investment Director role, Luke is involved in providing investment research and analytics support to the McConachie Team. Luke is from Prior Lake, Minnesota, and he enjoys a variety of activities such as wiffleball, broomball, and Brazilian Jiu-Jitsu.
Licenses: S66, S7, SIE