Profil
Mr. Luke J.
O'Neill, CFA MBA, is a Chief Investment Officer 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 the firm 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.
He 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.
He holds the Chartered Financial Analyst designation.
Aktive Positionen von Luke Jamison O'Neill
| Unternehmen | Position | Beginn |
|---|---|---|
Cookson Peirce & Co., Inc.
Cookson Peirce & Co., Inc. Investment ManagersFinance CooksonPeirce manages investments using two primary classes of securities: Equities and Fixed Income. The firm favors companies that have price movements that are stronger than the market (doing better whether the market is going up or down). Portfolio management of Equity investments is done via individual equities in one of four strategies: Aggressive, Growth, Moderate and Conservative. Fixed Income investments is done using a standard “ladder” structure. | Chief Investment Officer | 01.01.2025 |
Ehemalige bekannte Positionen von Luke Jamison O'Neill
| Unternehmen | Position | Ende |
|---|---|---|
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire aims to deliver better investment solutions that deliver impact and value for their clients. The firm takes a top-down, macro approach, providing portfolio construction for the client and hiring third-party managers to construct asset portfolios in line with Wilshire’s broad investment mandate. | Direktor der Forschung - Eigenkapital | 01.01.2010 |
Ausbildung von Luke Jamison O'Neill
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Carnegie Mellon University
Carnegie Mellon University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire aims to deliver better investment solutions that deliver impact and value for their clients. The firm takes a top-down, macro approach, providing portfolio construction for the client and hiring third-party managers to construct asset portfolios in line with Wilshire’s broad investment mandate. | Finance |
Cookson Peirce & Co., Inc.
Cookson Peirce & Co., Inc. Investment ManagersFinance CooksonPeirce manages investments using two primary classes of securities: Equities and Fixed Income. The firm favors companies that have price movements that are stronger than the market (doing better whether the market is going up or down). Portfolio management of Equity investments is done via individual equities in one of four strategies: Aggressive, Growth, Moderate and Conservative. Fixed Income investments is done using a standard “ladder” structure. | Finance |
Geneva College
Geneva College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















