Luke Quimby
About Luke Quimby
Luke Quimby is an Internal Account Executive at SEI in Oaks, PA, managing a New England territory and advising on SEI's cloud-based advisor technology platform.
Current Position at SEI
Luke Quimby holds the position of Internal Account Executive at SEI, located in Oaks, PA. In his role, he manages a territory in New England and focuses on cultivating large relationships within the independent Registered Investment Advisors (RIA) and Broker Dealer affiliated segments. He is responsible for advising on the sale and implementation of SEI's cloud-based advisor technology platform while also performing comprehensive investment analysis.
Previous Experience at Bankers Life
Before joining SEI, Luke Quimby worked at Bankers Life as an Insurance Agent and Financial Advisor for five years, from 2013 to 2018. During his tenure in King of Prussia, PA, he gained extensive experience in the insurance and financial advisory sectors. His role involved providing clients with tailored insurance solutions and financial planning services.
Education at The George Washington University
Luke Quimby studied at The George Washington University - School of Business, where he earned a Bachelor of Business Administration (BBA) in Marketing. He attended the university from 2009 to 2013, during which he honed his skills in market analysis, strategic planning, and business administration.
Investment Analysis and Portfolio Management
In his current role at SEI, Luke Quimby conducts in-depth investment analyses that focus on asset allocation, risk, sector, and industry exposure. These analyses are pivotal for restructuring institutional and high net worth portfolios, allowing for improved investment strategies and outcomes.
Client Relationship and Training Initiatives
Luke Quimby dedicates significant time to building and maintaining client relationships. He hosts training sessions through individual and group calls, in-person meetings, and larger presentations. His efforts aim to support both advisors and end investors in understanding and utilizing SEI's offerings effectively.