Profiel
Mr. Luke A.
Ferraro, CFA, is a Director of Investment Research at Moneta Group Investment Advisors LLC.
He serves all Principals and, by extension, their clients.
He works to meet the complex needs of Moneta clients and strives to effectively contribute to their immediate and long-term financial goals.
His primary responsibility is investment oversight, which monitors where the firm is invested according to asset classes and what instruments are used to gain access to those classes.
In addition, he provides extensive research and ongoing due diligence for all external investment managers, both current and prospective.
In 2007, he joined the firm.
Prior to joining Moneta, Mr. Ferraro served as a technical analyst and registered representative at Charles Schwab.
There, he worked to develop trading strategies exclusively for high net worth clients.
He then spent several years as a trader for Schonfield Securities in Atlanta, Georgia.
He received his B.S.
in Finance from University of Central Florida.
Eerdere bekende functies van Luke Adam Ferraro
| Bedrijven | Functie | Einde |
|---|---|---|
Moneta Group Investment Advisors LLC
 Moneta Group Investment Advisors LLC Investment ManagersFinance Founded in 1905, Moneta Group Investment Advisors LLC (MGIA) is a registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Moneta Group LLC. Moneta Group is wholly-owned by the Moneta Partners. Moneta Group Investment Advisors' services include financial planning, tax preparation and planning services, estate planning consultation, risk management, retirement planning, business succession planning, and portfolio management. The firm's clients are generally categorized into two broad categories: Family CFO Clients and Institutional Clients. Family CFO Clients consist primarily of high net-worth individuals, families, trusts and estates, while Institutional Clients consist of 401(k) and other pension plans and profit sharing plans, charitable foundations, and not-for-profit endowments. | Directeur van Onderzoek - Eigen Vermogen | 01-04-2021 |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Opleiding van Luke Adam Ferraro
| University of Central Florida | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
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Moneta Group Investment Advisors LLC
Moneta Group Investment Advisors LLC Investment ManagersFinance Founded in 1905, Moneta Group Investment Advisors LLC (MGIA) is a registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Moneta Group LLC. Moneta Group is wholly-owned by the Moneta Partners. Moneta Group Investment Advisors' services include financial planning, tax preparation and planning services, estate planning consultation, risk management, retirement planning, business succession planning, and portfolio management. The firm's clients are generally categorized into two broad categories: Family CFO Clients and Institutional Clients. Family CFO Clients consist primarily of high net-worth individuals, families, trusts and estates, while Institutional Clients consist of 401(k) and other pension plans and profit sharing plans, charitable foundations, and not-for-profit endowments. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |