Brad Lutz
Analist-Vaste Inkomen bij Manulife Investment Management (US) LLC
Profiel
Mr. Brad Lutz, CFA, is a Managing Director & Portfolio Manager at Manulife Investment Management (US) LLC.
And he is a senior investment analyst at John Hancock Asset Management.
He specializes in fixed-income strategies, leads a team of credit analysts covering the industrials, utilities, and energy sectors, and manages the synthetic corporate collateralized debt obligation product group.
He has over 28 years of experience.
Prior to joining Manulife Investment Management Mr. Lutz was an investment analyst at Declaration Management & Research, an affiliate of John Hancock Asset Management, and earlier in his career, he worked at Summit Investment Partners.
Prior to joining Summit, he was a high-yield credit analyst with Pacholder Associates.
He earned a B.S.
from Miami University and holds the Chartered Financial Analyst designation.
Actieve functies van Brad Lutz
Bedrijven | Functie | Begin |
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Manulife Investment Management (US) LLC
Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM-US) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately-offered unregistered investment funds. | Analist-Vaste Inkomen | - |
Eerdere bekende functies van Brad Lutz
Bedrijven | Functie | Einde |
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Declaration Management & Research LLC
Declaration Management & Research LLC Investment ManagersFinance Founded in 1989, Declaration Management & Research LLC is a registered investment advisor located in McLean, Virginia. The firm is a Manulife Asset Management company, indirectly wholly owned by John Hancock Life Insurance Company (USA), a unit of Manulife Financial Corp. (NYSE: MFC). | Analist-Vaste Inkomen | 01-01-2012 |
Summit Investment Partners, Inc.
Summit Investment Partners, Inc. Investment ManagersFinance Summit Investment Partners LLC is a registered investment advisor located in Cincinnati, Ohio with an additional office in Lincoln, Nebraska. The firm is a subsidiary of UNIFI Cos., a mutual holding company. Summit Investment Partners is comprised of three entities: Summit Investment Advisors, Inc, Summit Investment Partners, Inc. and Union Central Mortgage Funding. Summit Investment Partners manages assets for insurance companies, public and private pension funds, endowments, foundations, mutual funds and high net-worth individuals. The firm is also the advisor for the Summit Apex/Pinnacle family of mutual funds. | Corporate Officer/Principal | - |
Pacholder Associates, Inc. | Corporate Officer/Principal | - |
Opleiding van Brad Lutz
University of Miami | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
Bedrijven in privébezit | 4 |
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Pacholder Associates, Inc. | Finance |
Manulife Investment Management (US) LLC
Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM-US) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately-offered unregistered investment funds. | Finance |
Summit Investment Partners, Inc.
Summit Investment Partners, Inc. Investment ManagersFinance Summit Investment Partners LLC is a registered investment advisor located in Cincinnati, Ohio with an additional office in Lincoln, Nebraska. The firm is a subsidiary of UNIFI Cos., a mutual holding company. Summit Investment Partners is comprised of three entities: Summit Investment Advisors, Inc, Summit Investment Partners, Inc. and Union Central Mortgage Funding. Summit Investment Partners manages assets for insurance companies, public and private pension funds, endowments, foundations, mutual funds and high net-worth individuals. The firm is also the advisor for the Summit Apex/Pinnacle family of mutual funds. | Finance |
Declaration Management & Research LLC
Declaration Management & Research LLC Investment ManagersFinance Founded in 1989, Declaration Management & Research LLC is a registered investment advisor located in McLean, Virginia. The firm is a Manulife Asset Management company, indirectly wholly owned by John Hancock Life Insurance Company (USA), a unit of Manulife Financial Corp. (NYSE: MFC). | Finance |