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Luke Montgomery
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Profile
Luke Montgomery formerly worked at UBS Financial Services, Inc., as Principal, Invesco Ltd., as Head-Strategic Finance from 2017 to 2020, Banc of America Securities LLC, as Research Associate, Sanford C.
Bernstein & Co. LLC, as Research Analyst from 2009 to 2015, Endurance Partners LLC, as Principal, and Claritev Corp., as Senior Vice President-Finance & Investor Relations from 2021 to 2024.
Mr. Montgomery received his Masters Business Admin degree from Columbia Business School.
Former positions of Luke Montgomery
| Companies | Position | End |
|---|---|---|
| CLARITEV CORPORATION | Public Communications Contact | 29/11/2024 |
| INVESCO LTD. | Corporate Officer/Principal | 31/10/2020 |
Banc of America Securities LLC
 Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 29/06/2008 |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Corporate Officer/Principal | - |
Endurance Partners LLC
 Endurance Partners LLC Investment ManagersFinance Endurance Partners invests in companies located in United States. The firm focuses on banks, wealth management companies and other financial companies. It participates in buyout capital transactions. | Private Equity Investor | - |
Training of Luke Montgomery
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
43
1st degree connections
7
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Finance |
Invesco Ltd.
 Invesco Ltd. Investment ManagersFinance Provides investment management services | Finance |
Banc of America Securities LLC
Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Sanford C. Bernstein & Co. LLC
 Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Endurance Partners LLC
Endurance Partners LLC Investment ManagersFinance Endurance Partners invests in companies located in United States. The firm focuses on banks, wealth management companies and other financial companies. It participates in buyout capital transactions. | Finance |
Columbia Business School
 Columbia Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
MultiPlan Corp.
 MultiPlan Corp. Data Processing ServicesTechnology Services Provides healthcare cost management solutions | Technology Services |
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