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Gregory Luken
Founder Luken Investment Analytics, portfolio manager of Smart Diversification Fund, member of Forbes Finance Council
Gregory Luken is the founder and CEO of Luken Investment Analytics, a firm specializing in quantitative research and asset management. Established in May 2013, the firm focuses on providing innovative investment research and compliance services tailored for financial advisors and individual investors.12 Luken's expertise extends to developing math-based investment solutions, which he began in the early 1990s, primarily serving first-generation wealthy clients who have built their wealth from the ground up.24
Professional Background
- Founder and CEO: Luken Investment Analytics (2013 - Present)
- CEO: Luken (1999 - Present)
- Vice President of Investments: Aintree Capital (1996 - 1999), Paine Webber (1994 - 1996), Morgan Keegan (1990 - 1994)
Luken has extensive experience in the financial sector, having held various investment roles prior to founding his own firm. He is also a member of the Forbes Finance Council and has been featured as a guest on several financial news platforms, including Bloomberg and Fox Business.134
Education
Gregory Luken earned a Bachelor of Arts in English from Baylor University, where he studied from 1985 to 1987.1
Publications and Contributions
Luken is an author of several books, including Retire With Confidence: Your Toolbox For Financial Independence, and has contributed articles to notable financial publications like Financial Advisor and Wealth Management Magazine.24 His work emphasizes the importance of tailored financial strategies for clients seeking to manage their wealth effectively.
Personal Interests
Outside of his professional endeavors, Luken enjoys music, skiing, hiking, and is active in his church community. He resides in Franklin, Tennessee, with his family.2
Highlights
https://lnkd.in/ef6iXxfr
Do you LOVE helping clients with all things finance and want to work for a fast-growing investment and fintech firm?! We want to meet you to see if you may be our new relationship manager, service assistant or financial advisor.
In addition to working to ensure our clients have an amazing experience at Luken Investment Analytics, you will work closely with clients and our internal team to grow your skills and your industry knowledge. It’s a perfect fit for someone who has started their professional journey in the financial world and is ready to grow.
About Us: Luken Investment Analytics is an elite fintech firm focused on the human side of building wealth. We have a proprietary approach and software that sets us apart from other financial companies. It’s allowed us to be highly ranked for years and be featured on a ton of national news outlets. Although we know technology is critical, so is creating an amazing experience for our clients.
We might be a good fit if: You are outgrowing your role in a financial service firm. You know the difference between a traditional and Roth IRA, and a mutual fund and an EFT and can explain these in “human terms.” Nothing makes you happier than making clients happy, and you have stories to prove it. You can balance the need to go fast but still get things right. You have worked with enterprise platforms (i.e. MS Office, RedTail or Salesforce, Orion or Black Diamond, etc.) You can collaborate – everyone says this, but we mean it. As a small company, we lean on each other for a lot. You are a non-stop, passionate, lifelong learner. This role will provide the opportunity to quickly advance as well as provide a chance to try new things.
We understand the need for confidentiality. Send resume’ to [email protected]
