Investment Associate
Bio
Luke Axelson, Investment Associate, conducts research to support all asset classes and investment strategies as well as assists the portfolio managers in their roles to deliver customized portfolios to clients. He also conducts manager due diligence research in order to select the best funds for clients. Luke enjoys getting wrapped up in researching complex investments and guiding clients to achieve their goals by presenting information in a way that is meaningful to each individual.
Areas of Expertise
Portfolio Construction
Trading
Equity Research
Manager Due Diligence
Community
- Melanoma Know More Foundation - Volunteer
- Greater Cincinnati Alzheimer’s Association - Volunteer