Luke Jamison O'Neill

Chief Investment Officer at

Cookson Peirce & Co., Inc.

Consumer Services

Finance

Profile

Mr. Luke J.
O'Neill, CFA MBA, is a Chief Investment Officer at Cookson Peirce & Co., Inc. He oversees the portfolio management staff in the day-to-day management of all CooksonPeirce investment strategies.
He is also responsible for ongoing investment research, both for existing strategies and new strategy development.
Mr. O'Neill joined the firm in 2018 and has over 20 years of experience in the investment business.
Most recently at Mellon Capital Management, a large institutional investment manager within BNY Mellon, he served as a director on its investment strategy team and head of product development and management.
Before that, he served as Executive Director and Head of Manager research at Morgan Stanley Investment Management and as Vice President and Head of Manager research at Wilshire Associates.
He received a B.S.
in applied mathematics and an M.S.
in organizational leadership from Geneva College and his M.B.A. in finance from Carnegie Mellon University.
He holds the Chartered Financial Analyst designation.

Luke Jamison O'Neill active positions

Companies	Position	Start
Cookson Peirce & Co., Inc. Cookson Peirce & Co., Inc. Investment ManagersFinance CooksonPeirce manages investments using two primary classes of securities: Equities and Fixed Income. The firm favors companies that have price movements that are stronger than the market (doing better whether the market is going up or down). Portfolio management of Equity investments is done via individual equities in one of four strategies: Aggressive, Growth, Moderate and Conservative. Fixed Income investments is done using a standard “ladder” structure.	Chief Investment Officer	2024-12-31

All active positions of Luke Jamison O'Neill

Former positions of Luke Jamison O'Neill

Companies	Position	End
Wilshire Advisors LLC Wilshire Advisors LLC Investment ManagersFinance Wilshire aims to deliver better investment solutions that deliver impact and value for their clients. The firm takes a top-down, macro approach, providing portfolio construction for the client and hiring third-party managers to construct asset portfolios in line with Wilshire’s broad investment mandate.	Director of Research - Equity	2009-12-31

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Linked companies

Private companies	4
Carnegie Mellon University Carnegie Mellon University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Wilshire Advisors LLC Wilshire Advisors LLC Investment ManagersFinance Wilshire aims to deliver better investment solutions that deliver impact and value for their clients. The firm takes a top-down, macro approach, providing portfolio construction for the client and hiring third-party managers to construct asset portfolios in line with Wilshire’s broad investment mandate.	Finance
Cookson Peirce & Co., Inc. Cookson Peirce & Co., Inc. Investment ManagersFinance CooksonPeirce manages investments using two primary classes of securities: Equities and Fixed Income. The firm favors companies that have price movements that are stronger than the market (doing better whether the market is going up or down). Portfolio management of Equity investments is done via individual equities in one of four strategies: Aggressive, Growth, Moderate and Conservative. Fixed Income investments is done using a standard “ladder” structure.	Finance
Geneva College Geneva College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services