Luke Nicholas

CFP® / CFA
Principal, Director of Portfolio Management
CERTIFIED FINANCIAL PLANNER™

Luke joined Allegiant Private Advisors in 2013. He is the Director of Portfolio Management and a member of the firm’s Investment Committee. In this role, he is responsible for using internally-generated research to tailor customized investment portfolios for each client. Prior to joining the firm, Luke graduated from the Honors Program at The University of Florida with a B.S. in Finance. Luke holds his Chartered Financial Analyst® designation and CERTIFIED FINANCIAL PLANNER™ certification.

Learn More about Luke’s Perspectives & Expertise

Luke Nicholas, CFA, CFP®, an Allegiant Principal and Director of Portfolio Management, and our Senior Research Analyst Will Geisdorf, CMT, present the Investment Research team's First Quarter 2021 Chartbook. This video explores ke...
The table below breaks down each of the five most recent 30% stock market corrections and outlines the 1-year, 3-year & 5-year returns for investors who resisted the temptation to sell and stayed invested. As you can see, selling when equities we...
I grew up in Sarasota where I attended the International Baccalaureate® (IB) program at Riverview High School. At Riverview, I played football, basketball and ran track. While sports had been a lifelong passion of mine, I realized that my future was ...

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