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Luke Neely, Cfp® Email & Phone Number

Portfolio Manager and Senior High Net Worth Advisor | Investor | CFP® at Vanguard
Location: Charlotte Metro, United States, United States 5 work roles 1 school
2 work emails found @vanguard.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email l****@vanguard.com
LinkedIn Profile matched
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Current company
Vanguard
Role
Portfolio Manager and Senior High Net Worth Advisor | Investor | CFP®
Location
Charlotte Metro, United States, United States

Who is Luke Neely, Cfp®? Overview

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Quick answer

Luke Neely, Cfp® is listed as Portfolio Manager and Senior High Net Worth Advisor | Investor | CFP® at Vanguard, based in Charlotte Metro, United States, United States. AeroLeads shows a work email signal at vanguard.com and a matched LinkedIn profile for Luke Neely, Cfp®.

Luke Neely, Cfp® previously worked as Portfolio Manager and Senior Financial Advisor at Vanguard and Investment Consultant at Vanguard. Luke Neely, Cfp® holds Bachelor'S Degree, Pre-Law Legal Studies from University Of Central Florida.

Company email context

Email format at Vanguard

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*@vanguard.com
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AeroLeads found 2 current-domain work email signals for Luke Neely, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Luke Neely, Cfp®

Luke Neely, Cfp® is a Portfolio Manager and Senior High Net Worth Advisor | Investor | CFP® at Vanguard. He possess expertise in alternative investments, financial advisory, salesforce.com, valuation, sales and 30 more skills.

Listed skills include Alternative Investments, Financial Advisory, Salesforce.Com, Valuation, and 31 others.

Current workplace

Luke Neely, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Vanguard
Vanguard
Portfolio Manager and Senior High Net Worth Advisor | Investor | CFP®
Valley Forge, PA
Website
vanguard.com
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Company profile
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5 roles

Luke Neely, Cfp® work experience

A career timeline built from the work history available for this profile.

Portfolio Manager And Senior Financial Advisor

Current
Vanguard

Valley Forge, PA, US

Sep 2017 - Present

Investment Consultant

Vanguard

Valley Forge, PA, US

Aug 2016 - Aug 2017

Founder / Co-Editor / Chief Investment Officer

Theinvestorvantage.Com

An investment publication and consulting company specializing in active value investments, high quality investments and portfolio management. Conducts In-depth interviews with the top value investors of today.TheInvestorVantage.comwww.GuruInvestorEdge.comwww.InvestorVantage.com/blogLukas is also author of #1 Best Seller:Value Investing: A Value Investor's.

Feb 2014 - Jul 2016

Energy Portfolio Manager / Risk Manager / Trader

Ge Vi

Sandwich, MA, US

Manage electricity load forecast and bidding across all active regions in the deregulated power markets with detailed experience in ISONE, NYISO, PJM, MISO, ERCOT, and CAISO.Manage forecasting methodologies and data across 60 utilities including customer information, loss factors, weather, power scheduling and renewable energy credit obligations.Maintain a.

Nov 2012 - Feb 2014

Senior Portfolio Manager And Investment Officer / Trader

Capital Instincts Usvi

Created and implemented a long-term, multidisciplinary, absolute return oriented, value investing approach to investment decisions within the company. Executed a long-term fundamental value-based approach to company selection; emphasizing durable competitive advantages, low multiples to free cash flow, earnings power and asset values. Advised private.

Sep 2007 - Nov 2012
Team & coworkers

Colleagues at Vanguard

Other employees you can reach at vanguard.com. View company contacts →

PM Purvi Mehta Purvi Mehta Colleague at Vanguard Greater Philadelphia, United States, United States View → KI Kimberly Innes-Williams Kimberly Innes-Williams Colleague at Vanguard Pottstown, Pennsylvania, United States, United States View → MJ Marion Jamell Lessington Marion Jamell Lessington Colleague at Vanguard Atlanta, Georgia, United States, United States View → CS Chelsea Stevens Chelsea Stevens Colleague at Vanguard Rock Hill, South Carolina, United States, United States View → CT Cody Theroux Cody Theroux Colleague at Vanguard Charlotte, North Carolina, United States, United States View → AB Alex Bowen Alex Bowen Colleague at Vanguard West Chester, Pennsylvania, United States, United States View → II Inna Inna Inna Inna Colleague at Vanguard Greater Philadelphia, United States View → KR Kim Rimmer Kim Rimmer Colleague at Vanguard Thorndale, Pennsylvania, United States, United States View → RM Risshie Makineni Risshie Makineni Colleague at Vanguard Bridgewater, New Jersey, United States, United States View → JB John Bokoski John Bokoski Colleague at Vanguard Downingtown, Pennsylvania, United States, United States View →
1 education record

Luke Neely, Cfp® education

  • University Of Central Florida
    University Of Central Florida
    Pre-Law Legal Studies
FAQ

Frequently asked questions about Luke Neely, Cfp®

Quick answers generated from the profile data available on this page.

What company does Luke Neely, Cfp® work for?

Luke Neely, Cfp® works for Vanguard.

What is Luke Neely, Cfp®'s role at Vanguard?

Luke Neely, Cfp® is listed as Portfolio Manager and Senior High Net Worth Advisor | Investor | CFP® at Vanguard.

What is Luke Neely, Cfp®'s email address?

AeroLeads has found 2 work email signals at @vanguard.com for Luke Neely, Cfp® at Vanguard.

Where is Luke Neely, Cfp® based?

Luke Neely, Cfp® is based in Charlotte Metro, United States, United States while working with Vanguard.

What companies has Luke Neely, Cfp® worked for?

Luke Neely, Cfp® has worked for Vanguard, Theinvestorvantage.Com, Ge Vi, and Capital Instincts Usvi.

Who are Luke Neely, Cfp®'s colleagues at Vanguard?

Luke Neely, Cfp®'s colleagues at Vanguard include Purvi Mehta, Kimberly Innes-Williams, Marion Jamell Lessington, Chelsea Stevens, and Cody Theroux.

How can I contact Luke Neely, Cfp®?

You can use AeroLeads to view verified contact signals for Luke Neely, Cfp® at Vanguard, including work email, phone, and LinkedIn data when available.

What schools did Luke Neely, Cfp® attend?

Luke Neely, Cfp® holds Bachelor'S Degree, Pre-Law Legal Studies from University Of Central Florida.

What skills is Luke Neely, Cfp® known for?

Luke Neely, Cfp® is listed with skills including Alternative Investments, Financial Advisory, Salesforce.Com, Valuation, Sales, Portfolio Management, Financial Modeling, and Capital Markets.

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