Luke Stone
Senior Investment Analyst at Winthrop Capital Management, LLC
About
Luke Stone is a Senior Investment Analyst at Winthrop Capital Management LLC, based in Indianapolis, IN. In this role, he contributes to portfolio management and research, supporting investment strategies across the firm's client base, with a focus on both fixed income and equity asset classes as indicated by Winthrop's established specialization in these sectors.
Prior to joining Winthrop Capital Management in November 2021, Mr. Stone held leadership roles at First Internet Bank, serving as Treasury Group Manager and previously as Senior Financial Analyst, Treasury. His background in treasury management and banking complements his analytical expertise in the investment sector.
Luke Stone earned his undergraduate degree from DePauw University, strengthening his foundation in finance and investment analysis. His experience spans portfolio management, treasury operations, and fixed income investing, and he is recognized for his strong analytical skills and sector knowledge within institutional investment management, particularly in high-grade and high yield fixed income portfolios as well as equities.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Winthrop Capital Management | Senior Investment Analyst | Nov 2021 to Present | — |
| First Internet Bank | Treasury Group Manager | Mar 2020 to Nov 2021 | — |
| First Internet Bank | Senior Financial Analyst, Treasury | Mar 2018 to Mar 2020 | — |
| First Internet Bank | Financial Analyst | Sep 2015 to Mar 2018 | — |
| First Internet Bank | Finance Intern | Jan 2015 to Sep 2015 | — |
Education
DePauw University
2012 — 2016
The Loomis Chaffee School
2008 — 2012
Others at Winthrop Capital Management, LLC (7)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Indianapolis, IN , United States | |
F Frank Pena | Principal | Manasquan, NJ , United States |
K Keith Hanson | Senior Research Analyst | Hilliard, OH , United States |
| Analyst | Indianapolis, IN , United States | |
G George Mullen | Senior Vice President Asset and Construction Management | New York, NY , United States |
M Matthew Hupfer | Research Analyst | Indianapolis, IN , United States |
| Performance Analyst | Carmel, IN , United States |