Stephen Luchko, CAIA, CFA

Mr. Luchko is a Consultant and Senior Research Analyst at Investment Performance Services and works on all aspects of client funds including investment policy formulation, asset allocation strategies, and performance monitoring.

His manager research responsibilities include investment due diligence focusing on U.S. Growth Equity, International Equity, and Global Equity strategies.  In addition, Mr. Luchko serves on the Investment Committee of IPS helping to formulate strategic policy for the firm.

With over 21 years of industry experience, Mr. Luchko previously worked at Agili Financial Services and Legacy Advisors, LLC. At these firms, he conducted investment manager due diligence, sourced investment strategies, and developed strategic asset allocation models for high-net-worth individuals. Prior to his time in wealth management, he was a Senior Listings Analyst with the New York Stock Exchange (NYSE).

Mr. Luchko earned a B.A. in Finance from the University of Scranton and an M.B.A. from Villanova University.  In addition, he is a CFA charter holder and achieved the Chartered Alternative Investment Analyst (CAIA) designation.