Luke Scanlan

Luke Scanlan is a Portfolio Manager at Clearstead Advisors, LLC, based in Norfolk, Virginia. In this role, he is responsible for managing investment portfolios for institutional and private wealth clients, leveraging his expertise in asset allocation and risk management within the firm’s advisory solutions platform. His work involves providing investment strategies and financial planning, with a focus on aligned client objectives.

Prior to joining Clearstead Advisors, Luke served as a Portfolio Manager at Wilbanks Smith & Thomas Asset Management, which was later acquired by Clearstead, and previously worked as a Trader and Research Analyst at the same firm. His investment coverage spans multiple asset classes, including equities and fixed income, with additional experience in exchange-traded funds (ETFs) and wealth management for high-net-worth individuals and institutional accounts.

Luke holds a Bachelor’s degree in Economics from Clark University and completed the General Course in Economics at the London School of Economics and Political Science. He is a CFA charterholder, reflecting his strong analytical and investment research skills and commitment to high ethical and professional standards in the investment industry.