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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

Oct 29 · fintel.io
Luken Investment Analytics, LLC Portfolio Holdings - Fintel
Nov 6 · yelp.com
LUKEN INVESTMENT ANALYTICS - Updated January 2025 - Yelp
LUKEN INVESTMENT ANALYTICS - Updated January 2025 - Yelp
Jan 1 · luken.pro
About Us | Luken Wealth Management
Jan 1 · luken.pro
Luken Investment Analytics
Luken Investment Analytics

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Gregory Luken
Gregory Luken, photo 1
Gregory Luken, photo 2
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Location

Franklin, Tennessee, United States