Manuel N. San Luis
Portfolio Manager-Fixed Income bij Public Trust Advisors LLC
Profiel
Mr. Manuel N.
San Luis is a Vice President & Portfolio Manager at Public Trust Advisors LLC.
He is responsible for the development and execution of portfolio strategy.
He works closely with portfolio management to review market conditions and manage client portfolios in accordance with pre-established policy, statutes, and strategic guidelines.
Prior to joining Public Trust in conjunction with the firm’s acquisition of the BLX Group’s Investment Management team, he served as a Senior Portfolio Analyst at BLX.
His role on the investment management team included assisting with the daily execution of ongoing portfolio management for approximately $1.1 billion in public fund portfolios.
He received a Bachelor of Arts in Economics with a minor in Public Policy from the University of California, Berkeley.
He is an Investment Advisor Representative.
Actieve functies van Manuel N. San Luis
| Bedrijven | Functie | Begin |
|---|---|---|
Public Trust Advisors LLC
 Public Trust Advisors LLC Investment ManagersFinance Public Trust Advisors LLC (Public Trust) is a SEC-registered investment advisor and holding firm headquartered in Denver, Colorado. The firm was founded by Randy S. Palomba in 2011. Public Trust offers investment advisory services to state and local US government entities, non-profit corporations, charitable organizations, and other institutional clients. | Portfolio Manager-Fixed Income | 01-04-2016 |
Eerdere bekende functies van Manuel N. San Luis
| Bedrijven | Functie | Einde |
|---|---|---|
BLX Group LLC
 BLX Group LLC Investment ManagersFinance Founded in 1989, BLX Group LLC is a registered investment advisor located in Los Angeles. The firm is a subsidiary of Orrick, Herrington & Sutcliffe LLP | Corporate Officer/Principal | 01-03-2016 |
Opleiding van Manuel N. San Luis
| University of California | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Public Trust Advisors LLC
Public Trust Advisors LLC Investment ManagersFinance Public Trust Advisors LLC (Public Trust) is a SEC-registered investment advisor and holding firm headquartered in Denver, Colorado. The firm was founded by Randy S. Palomba in 2011. Public Trust offers investment advisory services to state and local US government entities, non-profit corporations, charitable organizations, and other institutional clients. | Finance |
BLX Group LLC
BLX Group LLC Investment ManagersFinance Founded in 1989, BLX Group LLC is a registered investment advisor located in Los Angeles. The firm is a subsidiary of Orrick, Herrington & Sutcliffe LLP | Finance |
