Skip to Main Content

Stephen Luchko, CAIA, CFA

Senior Research Analyst

Stephen Luchko

20 Years in Industry

6 Years with IPS

Metropolitan Philadelphia

Mr. Luchko is a Senior Research Analyst at Investment Performance Services, LLC and is responsible for manager research and 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 20 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 charterholder and a holder of the Chartered Alternative Investment Analyst (CAIA) designation.

Stephen Luchko

20 Years in Industry

6 Years with IPS

Metropolitan Philadelphia