Luke O'Neill

Luke J. O’Neill, CFA, is the Chief Investment Officer at CooksonPeirce Wealth Management in Pittsburgh, PA, overseeing all aspects of investment management and leading the firm’s portfolio management team. He is responsible for the day-to-day management of CooksonPeirce’s investment strategies, ongoing research into equities and fixed income, and the development and launch of new strategies, emphasizing rigorous quantitative analysis and disciplined stock selection across large, mid, and small-cap equities as well as fixed income assets.

Luke’s sector expertise includes the full spectrum of listed equities—small, mid, and large cap—without strict growth or value constraints, focusing on dynamically identifying industry and stock-level opportunities that drive long-term capital appreciation. He also oversees asset allocation decisions in fixed income, ETF-based strategies, and multi-asset portfolios, serving both institutional and high-net-worth clients.

Prior to his current role, Luke built his career at prominent firms including Mellon Capital Management, where he was Head of Product Development and Director of Investment Strategy, and Morgan Stanley Investment Management, where he led manager research. He holds an MBA in Finance from Carnegie Mellon University, a Master of Science in Organizational Leadership, and a Bachelor of Science in Applied Mathematics from Geneva College, and earned his CFA charter in 2006. Luke is recognized for pioneering quantitative investment methodologies and developing innovative portfolio solutions at CooksonPeirce and throughout his 25+ years in the industry.