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Luke Stone

Luke Stone

Senior Investment Analyst at Winthrop Capital Management, LLC

Indianapolis, IN , United States

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

OrganizationRoleDate RangeDetails
Winthrop Capital ManagementSenior Investment AnalystNov 2021 to Present
First Internet BankTreasury Group ManagerMar 2020 to Nov 2021
First Internet BankSenior Financial Analyst, TreasuryMar 2018 to Mar 2020
First Internet BankFinancial AnalystSep 2015 to Mar 2018
First Internet BankFinance InternJan 2015 to Sep 2015

Education

DePauw University

2012 2016

The Loomis Chaffee School

2008 2012

Others at Winthrop Capital Management, LLC (7)

NameRoleLocation
Adam Coons
Adam Coons
Portfolio ManagerIndianapolis, IN , United States
F
Frank Pena
PrincipalManasquan, NJ , United States
K
Keith Hanson
Senior Research AnalystHilliard, OH , United States
Daniel Echeverry
Daniel Echeverry
AnalystIndianapolis, IN , United States
G
George Mullen
Senior Vice President Asset and Construction ManagementNew York, NY , United States
M
Matthew Hupfer
Research AnalystIndianapolis, IN , United States
Whitton Rice
Whitton Rice
Performance AnalystCarmel, IN , United States