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Luke Jamison O'Neill
Director of Investments bij Cookson Peirce & Co., Inc.
Profiel
Mr. Luke J.
O'Neill, CFA MBA, is a Director of Investments & Portfolio Manager at Cookson Peirce & Co., Inc. He oversees the portfolio management staff in the day-to-day management of all CooksonPeirce investment strategies.
He is also responsible for ongoing investment research, both for existing strategies and new strategy development.
Mr. O'Neill joined CooksonPeirce in 2018 and has over 20 years of experience in the investment business.
Most recently at Mellon Capital Management, a large institutional investment manager within BNY Mellon, he served as a director on its investment strategy team and head of product development and management.
Before that, he served as Executive Director and Head of Manager Research at Morgan Stanley Investment Management and as Vice President and Head of Manager Research at Wilshire Associates.
Mr. O'Neill received a B.S.
in applied mathematics and an M.S.
in organizational leadership from Geneva College and his M.B.A.
in finance from Carnegie Mellon University.
Actieve functies van Luke Jamison O'Neill
Bedrijven | Functie | Begin |
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Cookson Peirce & Co., Inc.
![]() Cookson Peirce & Co., Inc. Investment ManagersFinance Cookson Peirce & Co., Inc., do-business-as CooksonPeirce Wealth Management (CooksonPeirce), is an independent, SEC-registered investment adviser and wealth management firm headquartered in Pittsburgh, Pennsylvania. Founded in 1984, CooksonPeirce provides wealth management and financial planning services to individuals, high-net worth individuals, trusts, endowments, pensions and foundations. | Director of Investments | 01-05-2023 |
Eerdere bekende functies van Luke Jamison O'Neill
Bedrijven | Functie | Einde |
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Wilshire Advisors LLC
![]() Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Directeur van Onderzoek - Eigen Vermogen | 01-01-2010 |
Opleiding van Luke Jamison O'Neill
Carnegie Mellon University | Masters Business Admin |
Geneva College | Undergraduate Degree |
Ervaring
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Bedrijven in privébezit | 2 |
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Wilshire Advisors LLC
![]() Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Finance |
Cookson Peirce & Co., Inc.
![]() Cookson Peirce & Co., Inc. Investment ManagersFinance Cookson Peirce & Co., Inc., do-business-as CooksonPeirce Wealth Management (CooksonPeirce), is an independent, SEC-registered investment adviser and wealth management firm headquartered in Pittsburgh, Pennsylvania. Founded in 1984, CooksonPeirce provides wealth management and financial planning services to individuals, high-net worth individuals, trusts, endowments, pensions and foundations. | Finance |