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Bradley Lutz
Analista-Renta Fija en Manulife Investment Management (US) LLC .
Perfil
Mr. Bradley L.
Lutz, CFA, is a Portfolio Manager at Manulife Investment Management (US) LLC.
He is a portfolio manager on the firm’s global multi-sector fixed-income team but will remain a portfolio manager on the preferred income team while he transitions to the new role.
Previously, he was a senior investment analyst, supporting the company’s fixed-income strategies and providing expertise in the power and utility, aerospace and defense, and industrials segments.
Earlier in his career, he had the same areas of responsibility at Declaration Management & Research, an affiliate of Manulife Investment Management.
Prior to joining the firm, he worked for Summit Investment Partners, where he had research, trading, and portfolio management responsibilities for high-yield and investment-grade corporate bonds and, prior to that, he was with Pacholder Associates as a high-yield credit analyst.
Mr. Lutz holds the Chartered Financial Analyst designation.
Cargos activos de Bradley Lutz
Empresas | Cargo | Inicio |
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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, TSX: 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. | Analista-Renta Fija | - |
Antiguos cargos conocidos de Bradley Lutz.
Empresas | Cargo | Fin |
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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). | Analista-Renta Fija | 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 | - |
Formación de Bradley Lutz.
University of Miami | Undergraduate Degree |
Experiencias
Funciones ocupadas
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Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
Empresas privadas | 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, TSX: 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 |
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