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Luke Stevens Email & Phone Number
Financial Planner
at
Great Hill Advisory
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planner
Location
New York City Metropolitan Area, United States
Company size
Who is Luke Stevens? Overview
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Quick answer
Luke Stevens is listed as Financial Planner at Great Hill Advisory, a with 2 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Luke Stevens.
Luke Stevens previously worked as Investment Advisor at Great Hill Advisory and Investment Manager at Great Hill Advisory. Luke Stevens holds Bachelor'S Degree, Economics from Drew University.
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Great Hill Advisory
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Profile bio
About Luke Stevens
As a results-driven investment manager at Great Hill Advisory, I use my macro, analytical, and portfolio management skills to create successful investment strategies. In this role, I help manage all client portfolios and work with clients on all investment related matters. I am also a recent graduate from Drew University with a B.A. in Economics and a minor in Business. My ability to learn quickly coupled with high energy and motivation allowed me to achieve success not only in the classroom but also in leading co-curricular clubs like DEBS and The Fund. Furthermore, I took pride in managing my school and athletic responsibilities with my own professional development, including passions in sports, real estate, and entrepreneurship. Now that I am starting my professional career, I am excited to learn and grow in this line of work and through my own personal experiences. I enjoy networking and connecting with other professionals and desire to hear perspective to develop my interpersonal skills.
Current workplace
Luke Stevens's current company
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Great Hill Advisory
10 roles
Luke Stevens work experience
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Investment Advisor
Investment Manager
Wall Street Program Participant
-Traveled to numerous financial institutions (JP Morgan, Blackrock, Morgan Stanley, NY FED, etc) and connected with professionals to discuss business strategies, corporate culture, and financial services for clients
Jan 2024 - May 2024
Jan 2021 - Mar 2024
President
-Grew Drew Economics and Business Society (DEBS) to ~20 active members from dormancy the year prior-Considered, organized, and executed a variety of events for members such as networking, career plan development, resume writing and elevator pitch workshops. Includes involvement from alumni, employers, and faculty-Developed and launched a new club identity, constitution, logo, and social media presence to enhance member access and understanding of Drew’s economics and business resources
Apr 2023 - May 2024
Investment Management Intern
-Aided in the management of $500 million in client capital-Used short and intermediate term cash flow modeling to determine client investment allocations-Recommended buy/sell rebalancing for individual client portfolio holdings based on adjusted asset allocation -Aggregated and analyzed data from multiple custodians to determine custom benchmark allocations for semi-annual performance reports-Attended investment committee meetings on macroeconomic research for development on inhouse portfolios -Assisted with the preparation of individual household spending analysis reports for presentation to clients
Jun 2023 - Aug 2023
Director Of Healthcare And Consumer Staples
-Oversaw equities in the healthcare and consumer staples industries for the revitalization of a $35,000 USD public equity portfolio -Completed fundamental and comparative analyses for financial forecasting, including three-statement analysis-Presented relevant investment information such as risk metrics, market conditions, macro trends and fund performance statistics to 50+ members -Successfully pitched COST at $486 (March 2023)
Nov 2022 - May 2023
Bartender
-Continued to build upon customer service skills-Collaborated on a team-oriented plan to acquire a successful work day-Tasked with register cash management after closing
Jun 2022 - Aug 2022
Jun 2018 - Jun 2021
2 education records
Luke Stevens education
Bachelor'S Degree, Economics
Education record
FAQ
Frequently asked questions about Luke Stevens
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What company does Luke Stevens work for?
Luke Stevens works for Great Hill Advisory.
What is Luke Stevens's role at Great Hill Advisory?
Luke Stevens is listed as Financial Planner at Great Hill Advisory.
Where is Luke Stevens based?
Luke Stevens is based in New York City Metropolitan Area, United States while working with Great Hill Advisory.
What companies has Luke Stevens worked for?
Luke Stevens has worked for Great Hill Advisory, Drew University, Drew University'S Economics & Business Society (Debs), The Fund At Drew University, and Woodloch Resort.
Who are Luke Stevens's colleagues at Great Hill Advisory?
Luke Stevens's colleagues at Great Hill Advisory include Corey Peterson, Cfp®, Ea.
How can I contact Luke Stevens?
You can use AeroLeads to view verified contact signals for Luke Stevens at Great Hill Advisory, including work email, phone, and LinkedIn data when available.
What schools did Luke Stevens attend?
Luke Stevens holds Bachelor'S Degree, Economics from Drew University.
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