Luke Poggi
Vest Financial, LLC
- Role
- Senior Vice President at Vest
- Location
- Dover, MA, US
- LinkedIn followers
- 500 followers
About Luke Poggi
Senior investment consultant specializing in alternative / hedge fund strategies. Experience and education covering Derivatives (options/futures), Absolute Return, Systematic Macro, Trend Following, Long/Short Equity, Private Equity, Real Assets, Commodities, and Traditional/Alt Hybrid. Product background in private offerings, mutual funds, ETFs, CITs, model portfolios, white label / feeder funds. Luke holds the Chartered Alternative Investment Analyst (CAIA) designation, as well as Series 3, 7, and 63 licenses. Luke received his Bachelor of Business Administration from The Sellinger School of Business at Loyola College in Maryland in 2009, and is currently an MBA Candidate at Duke University\'s Fuqua School of Business.Registered representative of Vest Securities LLC, Member FINRA. Vest Securities is an affiliate of Cboe Vest Financial. Vest Securities, Cboe Vest and/or their affiliates do not approve or endorse any third‐party communications posted on this site.
Experience
Senior Vice President
Jan 2026 — Present
Education
Duke University - The Fuqua School of Business
Master of Business Administration - MBA
2021 — 2023
Loyola University Maryland
BBA, Marketing
2006 — 2009
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