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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)

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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.