Luke Vernon, CFA®


As a Research Analyst for WealthShield, LLC, Luke Vernon is directly involved with portfolio construction, quantitative research, due diligence and developing targeted client proposals.

Before returning to North Carolina, Luke spent three years at UBS in New York as an Equity Research Associate Director, with a focus on Master Limited Partnerships (MLPs) as well as Marine Transport and Refining equities. Here, his work included financial modeling, valuation, report generation and supporting all aspects of the research process.

Luke is a graduate of the University of North Carolina at Charlotte, with a B.S. in Finance. While at UNCC, Luke served as a Consumer Sector Analyst and Risk Management Officer for the UNCC Endowment Fund, overseeing performance attribution and security selection. He is an active member of the CFA Society of North Carolina.

1 The Investment News 40 Under 40 program recognizes and celebrates up-and-comers in the financial advice industry. Each year, the editorial team reviews more than 1,000 nominations to create a list of 40 outstanding financial advisers, or industry professionals supporting advisers, who are 39 or younger. Honorees are judged on the industry, leadership and promise. WealthShield is not affiliated with Investment News. To find out more information about this award, please visit
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WealthShield Partners is a SEC registered investment adviser and an affiliate of WealthShield, LLC. WealthShield provides outsourced chief investment officer (OCIO) services to our firm, including but not limited to: portfolio construction, platform implementation, investment research, manager due diligence, model maintenance, and tax management.

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Advisory services offered through WealthShield Partners, an investment adviser registered with the SEC, DBA Orbis Wealth. Registration does not imply a certain level of skill or training. More information about WealthShield Partners including its advisory services and fee schedule can be found in Form ADV Part 2 which is available upon request. WealthShield Partners does not provide accounting, tax or legal advice.
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