Portfolio Manager And Senior Financial Advisor
Current
Sep 2017 - Present
AeroLeads people directory · profile
Luke Neely, Cfp® Email & Phone Number
Portfolio Manager and Senior High Net Worth Advisor | Investor | CFP®
at
Vanguard
2 work emails found
@vanguard.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Portfolio Manager and Senior High Net Worth Advisor | Investor | CFP®
Location
Charlotte Metro, 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. 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.
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
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5 roles
Luke Neely, Cfp® work experience
A career timeline built from the work history available for this profile.
Investment Consultant
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 Journey Through The Unknown...
Feb 2014 - Jul 2016
Energy Portfolio Manager / Risk Manager / Trader
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 high quality of model inputs and outputs, and design reporting to track forecast accuracy and data exception in all power markets for a 600 megawatt book of business.Manage and maintain our Volumetric Forecasting Engine using MATLAB and MySQL using a top down approach.Manage a valuation model for PJM and MISO, by collecting historical congestion data to identify the optimal source/sink combination.Provide quantitative decision support for various departments such as: position analysis, weather risk, risk modeling, simulations, churn modeling and VAR analysis.
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 investment of subsidiary businesses, covering various asset classes.Total returns beat all major U.S. indices while managing the value portfolio since Jan 2010.Presented, assisted, and interacted daily with the CEO/CIO on issues related to investment decisions.Developed and maintained approved equity long and short lists for traders.Provided analysis and due diligence for approved investment list for traders.Researched new areas of investment opportunity.Idea generation backed by fundamental (90%) and technical analysis (10%).
Sep 2007 - Nov 2012
Team & coworkers
Colleagues at Vanguard
Other employees you can reach at vanguard.com. View company contacts →
KK
Kevin Kalish
Colleague at VanguardMalvern, Pennsylvania, United States
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ME
Mary Ellen Roberts
Colleague at VanguardWest Chester, Pennsylvania, United States
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TP
Tyler Park
Colleague at VanguardUnited States
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MP
Megan Prendergast
Colleague at VanguardLafayette Hill, Pennsylvania, United States
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AK
Andrea Kellie
Colleague at VanguardDowningtown, Pennsylvania, United States
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NK
Navya Kommareddy
Colleague at VanguardCharlotte, North Carolina, United States
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BW
Bob Williams
Colleague at VanguardScottsdale, Arizona, United States
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MR
Meghana Reddy
Colleague at VanguardFrisco, Texas, United States
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SG
Samantha Greco
Colleague at VanguardGreater Phoenix Area, United States
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EK
Ellen King
Colleague at VanguardGreater Philadelphia, United States
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Kevin Kalish
Colleague at VanguardMalvern, Pennsylvania, United States
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ME
Mary Ellen Roberts
Colleague at VanguardWest Chester, Pennsylvania, United States
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TP
Tyler Park
Colleague at VanguardUnited States
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MP
Megan Prendergast
Colleague at VanguardLafayette Hill, Pennsylvania, United States
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AK
Andrea Kellie
Colleague at VanguardDowningtown, Pennsylvania, United States
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NK
Navya Kommareddy
Colleague at VanguardCharlotte, North Carolina, United States
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BW
Bob Williams
Colleague at VanguardScottsdale, Arizona, United States
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MR
Meghana Reddy
Colleague at VanguardFrisco, Texas, United States
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SG
Samantha Greco
Colleague at VanguardGreater Phoenix Area, United States
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EK
Ellen King
Colleague at VanguardGreater Philadelphia, United States
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1 education record
Luke Neely, Cfp® education
-
University Of Central Florida
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 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 Kevin Kalish, Mary Ellen Roberts, Tyler Park, Megan Prendergast, and Andrea Kellie.
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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