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Luke is a Manager in Wolf’s Audit group, where he provides external audit services to the Firm’s clients. He is responsible for managing a team of professionals to ensure that clients receive services that are tailored to their individual needs. Luke interacts directly with each engagement officer and audit staff to ensure jobs are completed on time and on budget. He also takes an active role in the Firm’s in-house educational program, helping staff understand important concepts crucial to efficiently performing their duties. 

Luke is experienced in planning audit engagements, preparing and reviewing work papers, and analyzing financial statements. His primary clients include both public and private financial institutions in the New England area, as well as employee benefit plans.

AREAS OF EXPERTISE

Luke’s areas of expetise include perfoming audits of publicly held institutions, mutual holding companies, and credit unions. This includes working with clients that have crossed the $500 million and $1 billion-in-assets thresholds, completed second-step stock offerings, and those that have executed mergers and acquisitions.

As a member of Wolf’s Investment Management group, Luke also specializes in Global Investment Performance Standards (GIPS) reporting.

ON A PERSONAL NOTE

Luke resides in Walpole, MA with his wife, Kate and their corgi, Winston. When he is not auditing, Luke enjoys running, bike riding with Kate, and photography.