About
Luke Owens is currently a Portfolio Analyst at Index Fund Advisors, Inc. in Irvine, CA, where he supports portfolio construction and manager due diligence, with a particular focus on index-based investment strategies for both equity and fixed income sectors. His role centers on quantitative analysis, portfolio monitoring, and optimization for institutional and high-net-worth clients.
Prior to joining Index Fund Advisors, Luke held positions as Head of Fixed Income and Alternative Investments at Janes Financial Center Residency and served as an Investment Analyst Intern at Canterbury Consulting. In these roles, he developed expertise in fixed income, alternatives, and multi-asset portfolio strategies, contributing to analyst reports and supporting advisory teams on asset allocation decisions.
Luke holds a Bachelor of Business Administration in Finance from Chapman University, where he excelled academically and completed advanced work in finance and financial technology. He has been recognized for his rigorous equity analyst reports and leadership in research residencies, with a professional investment focus spanning equity indices, fixed income securities, and alternative investment vehicles.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Index Fund Advisors, Inc. | Portfolio Analyst | Oct 2024 to Present | — |
| Janes Financial Center Residency | Head of Fixed Income and Alternative Investments | May 2023 to May 2024 | — |
| Canterbury Consulting | Investment Analyst Intern | Jul 2023 to Jan 2024 | — |
| Janes Financial Center Residency | Fixed Income Analyst | Oct 2022 to May 2023 | Accepted into Janes Financial Center Program at Chapman for top-performing finance students
Part of a team managing a diversified portfolio primarily focused on fixed-income and alternative assets
Dev... |
| Boots to Books | Business Strategy Intern | Jun 2022 to May 2023 | Facilitate cross-team communication to ensure long-term strategy, campaigns to fundraise, and market events |
| Joinery Sausalito | Lead Cashier | Jul 2020 to Sep 2020 | Performed store opening, closing, and shift change protocols. Mentored new team members on POS system operation, customer service strategies, and sales goals. Reconciled cash drawer at start and end o... |
| Hand Surgery SF | Summer Internship | Jun 2019 to Sep 2019 | Assisted patients by forwarding requests to Dr. Josh Gordon, and Dr. Leonard Gordon. | Research on Pseudoarthrosis and presented to physicians |
| Gravity Tavern | Food Server | Jul 2019 to Aug 2019 | Familiarizing guests with menu and daily specials and accurately recording food and drink orders. Served customers – group payment processing |
Education
Chapman University
Bachelor of Business Administration - BBA, Finance, General
2020 — 2024
Others at Index Fund Advisors, Inc. (3)
| Name | Role | Location |
|---|---|---|
 | Senior Portfolio Manager | Irvine, CA , United States |
 | Portfolio Manager | Irvine, CA , United States |
 | Portfolio Analyst | Orange, CA , United States |
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