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.
Great Hill Advisory
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- greathilladvisory.com
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- 2
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Investment AdvisorGreat Hill AdvisoryNew York, Ny, Us -
Investment ManagerGreat Hill Advisory May 2024 - PresentPort Washington, New York, United States -
Wall Street Program ParticipantDrew University Jan 2024 - May 2024New York, New York, United States-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 -
Collegiate Ncaa Swim Team MemberDrew University Jan 2021 - Mar 2024Madison, New Jersey, United States-4x Landmark Conference Medalist -
PresidentDrew University'S Economics & Business Society (Debs) Apr 2023 - May 2024Madison, New Jersey, United States-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 -
Investment Management InternGreat Hill Advisory Jun 2023 - Aug 2023Port Washington, New York, United States-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 -
Director Of Healthcare And Consumer StaplesThe Fund At Drew University Nov 2022 - May 2023Madison, New Jersey, United States-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) -
BartenderWoodloch Resort Jun 2022 - Aug 2022Hawley, Pennsylvania, United States-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 -
LifeguardPocono Woodland Lakes Property Jun 2018 - Jun 2021Milford, Pennsylvania, United States-Assigned with leading and mentoring a team of coworkers
Luke Stevens Education Details
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Economics
Frequently Asked Questions about Luke Stevens
What company does Luke Stevens work for?
Luke Stevens works for Great Hill Advisory
What is Luke Stevens's role at the current company?
Luke Stevens's current role is Investment Advisor.
What schools did Luke Stevens attend?
Luke Stevens attended Drew University, Delaware Valley High School.
Who are Luke Stevens's colleagues?
Luke Stevens's colleagues are Corey Peterson, Cfp®, Ea.
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