Back to All People

Client Advisory

Biography

Luke is a Principal at Cerity Partners and a member of the Cerity Partners Operational Due Diligence team. In this capacity, he conducts operational due diligence reviews on Cerity Partners’ underlying investment managers.

Before joining Cerity Partners, Luke was an Executive Director at Agility on the Operational Due Diligence team. Prior to that, he worked as a Supervisor of Alternative Investment Fund Accounting at ALPS Fund Services. In this role, he computed net asset values of various hedge funds, assisted in portfolio valuations, and aided in the completion of associated financial statements.

Education

  • M.S. in Business Administration with an emphasis in Accounting from the University of Colorado at Boulder
  • BS degree in Business Administration with an emphasis in Finance from the University of Colorado at Boulder

Highlights

  • Chartered Financial Analyst (CFA)

Request an Introduction to Luke Ketzenbarger

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our Client Advisory Colleagues

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial goals and match you with the advisor well suited to your needs.

Doug Bonaquist's headshot

Doug Bonaquist

Partner

Find your ideal financial advisor with our personalized Concierge Program.

Schedule a complimentary discovery call now:

Book Time Online Now

Where are your liquid assets held?

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Doug Bonaquist

Partner

Doug Bonaquist's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Economic and Market Outlooks

Video: October 2025 Economic & Market Outlook

October 1, 2025 - “Giddy” isn’t a word we usually associate with Partner and Chief Equity Strategist Jim Lebenthal. However, in this Monthly Outlook, he shares some of the signs…

Paul Chmielewski

Partner

Estate Planning

Estate Planning Tax Strategies with the One Big Beautiful Bill Act

September 22, 2025 - The One Big Beautiful Bill Act extended the 2017 tax cuts set to expire at the end of 2025, but several new tax provisions were…

Paul Chmielewski

Partner

Estate Planning

The Power of Substitution

October 2, 2025 - The grantor trust is a popular estate planning tool that allows assets to be removed from an estate while still being taxed to the grantor.…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.