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Luke Lowery

Trader and Portfolio Analyst, SPW- San Diego
Luke Lowery
Luke Photo
Luke photo

I’m Luke Lowery, Trader and Portfolio Analyst at Stratos Private Wealth, San Diego.

I support our investment team through portfolio analysis, trading, and investment research, helping ensure our portfolios are implemented with precision and aligned with each client's long-term objectives. My role combines investment analysis, trading, and portfolio management to help support the investment process our clients rely on.

Experience

Growing up in Carlsbad, California, I always knew I wanted a career that challenged me to think analytically and continuously learn. I began my college education at MiraCosta College before transferring to California Baptist University, where I earned my Bachelor's degree in Business Management.

Before entering the investment industry, I spent time working in real estate, an experience that strengthened my communication skills and introduced me to the world of investing. I later joined Sprott Asset Management as an Operations Assistant before advancing into a Private Placement Associate role focused on PIPE (Private Investment in Public Equity) transactions. That experience sparked my passion for the financial markets and ultimately led me to pursue a career in investment management.

 

Personal Interests

Outside of work, I enjoy making the most of Southern California's active lifestyle. Whether I'm surfing, snowboarding, or traveling with my wife in search of great food, I love exploring new places and experiences.

I'm also a self-proclaimed foodie who enjoys cooking at home almost as much as discovering new restaurants. Staying active, curious, and always learning are values that carry over into both my personal life and my approach to investing.



Specialties

  • Portfolio Analysis

  • Trading & Trade Execution

  • Investment Research

  • Portfolio Management Support

  • Market Analysis

  • Investment Operations 

Education

  •  California Baptist University, Bachelor's Degree in Business Management 

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