Luke is responsible for developing offering memorandums, financial analysis, preparing financial modeling, conducting industry research, and drafting proposals, presentations, and other marketing materials. He resides in Westlake, Ohio.

Education, Licenses, and Certifications

  • Bachelor of Science in Finance and Masters of Business Administration from John Carroll University
  • Series 79 — Limited Representative — Investment Banking and Series 63 — Uniform Securities Agent

Prior Experience

  • Business Planning & Valuation Analyst at Ohio Insurance Agents

Professional and Community Involvement

  • Involved in the Association for Corporate Growth (“ACG”)