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.
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