Mon - Fri 8:00am-4:45pm (216) 771-3450
Mon - Fri 8:00am-4:45pm (216) 771-3450

Luke Simmons

Luke Simmons

Position: Operations Analyst
Categories: Information Technology and Operations
Location: Our Team

Luke R. Simmons is an Operations Analyst responsible for performing portfolio reconcilement, trade settlement, new account administration, and data maintenance.

Luke began working at Boyd Watterson in June of 2022 after serving as an Operations Associate II in Asset Servicing at Equity Trust Company where he focused on analyzing client documents and investments.

  • BS in Business Administration from Westminster College in Pennsylvania