Luke Scanlan, CFA

Luke Scanlan, CFA

Followers of Luke Scanlan, CFA326 followers
location of Luke Scanlan, CFANorfolk, Virginia, United States

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  • Timeline

  • About me

    Portfolio Manager at Clearstead Advisory Solutions

  • Education

    • London School of Economics and Political Science

      2012 - 2013
      General Course Economics

      General Course

    • Clark University

      2010 - 2014
      Bachelor's degree Economics Cum Laude, Honors in Economics
  • Experience

    • Fidelity Investments

      Jun 2014 - Jan 2022
      • Fund Operations Analyst IV

        Jun 2021 - Jan 2022
      • Fund Operations Analyst III

        Aug 2019 - Jun 2021
      • Fund Operations Analyst II

        Jan 2017 - Aug 2019
      • Fund Operations Analyst

        Jul 2015 - Jan 2017
      • Financial Representative

        Jun 2014 - Jul 2015
    • Wilbanks Smith & Thomas Asset Management

      Jan 2022 - Aug 2022
      Trader/Research Analyst
    • Wilbanks Smith & Thomas Asset Management (acquired by Clearstead Advisors LLC, April 2024)

      Aug 2022 - Apr 2024
      Portfolio Manager
    • Clearstead Advisory Solutions

      Apr 2024 - now
      Portfolio Manager
  • Licenses & Certifications

    • Chartered Financial Analyst® (CFA) Charterholder

      CFA Institute
      Aug 2021
      View certificate certificate