Luke Neumann Email & Phone Number
Wealth Manager @ Crestwood Advisors
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Luke Neumann Location
- Boulder, CO, US
Luke Neumann Work
- 2024 -now Wealth Manager @
- 2020 -now Wealth Planner @
- 2017 -2019 Client Advisor @
- 2016 -2017 Associate Financial Advisor @
- 2014 -2016 Client Associate @
- 2013 -2013 Thru- Hiker @
Luke Neumann Education
- UC Berkeley Extension
Certificate Program in Financial Planning
2015-2017 - University of Vermont
Bachelor of Arts (BA) (Economics)
2008-2012 - Universidad Nacional Andrés Bello
Semester (Spanish Language and Literature)
2011-2011
Luke Neumann Summary
- Luke Neumann, based in Boulder, CO, US, is currently a Wealth Manager at Crestwood Advisors. Luke Neumann brings experience from previous roles at Crestwood Advisors and North Berkeley Investment Partners. Luke Neumann holds a 2015 - 2017 Certificate Program in Financial Planning @ UC Berkeley Extension. Luke Neumann has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Crestwood Advisors Employees
Brendan Flaherty
Director of Operations
Boston, MA, US
John Ingram
Chief Investment Officer
Boston, MA, US
Lou Albanese
Managing Director, Portfolio Manager
Westport, CT, US
Susan Brewer
Managing Director
Darien, CT, US
Leigh Hurd
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John Morris
Co-Founder & Managing Partner
Boston, MA, US
Michael Eckton
CEO and Managing Partner
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Katherine Sheehan
Managing Director, Wealth Strategist
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Alex Lapointe
Director, Client Development
Boston, MA, US
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