Daniel Joseph Lucey
Portfolio Manager-Fixed Income bei Sun Life Capital Management (US) LLC
Profil
Mr. Daniel J.
Lucey is a Managing Director & Senior Portfolio Manager at Sun Life Capital Management (US) LLC.
He focuses on structured product investments and credit strategies and also serves as co-manager of the firm's short duration, core and custom liability driven investing (LDI) portfolios.
Mr. Lucey was a senior research analyst at Cerulli Associates and was an actuarial analyst at Fidelity Investments.
He earned a B.A.
from the College of the Holy Cross and is a CFA charterholder.
Aktive Positionen von Daniel Joseph Lucey
Unternehmen | Position | Beginn |
---|---|---|
Sun Life Capital Management (US) LLC
Sun Life Capital Management (US) LLC Investment ManagersFinance Sun Life Capital Management (US) LLC (do-business-as SLC Management) is a SEC-registered investment adviser headquartered in Wellesley Hills, Massachusetts. Founded in 1997, the firm is a subsidiary of Sun Life Investment Management US, Inc., ultimately owned by Sun Life Financial, Inc. (Sun Life Financial) (NYSE, TSE: SLF) in Canada. SLC Management provides investment advisory services to a variety of affiliated and unaffiliated global institutional clients. | Portfolio Manager-Fixed Income | 31.12.2019 |
Ehemalige bekannte Positionen von Daniel Joseph Lucey
Unternehmen | Position | Ende |
---|---|---|
Ryan Labs Asset Management, Inc.
Ryan Labs Asset Management, Inc. Investment ManagersFinance Founded in 1988 by F. Harlan Batrus, Ryan Labs Asset Management, Inc. is a registered investment advisor located in New York City. The firm is a subsidiary of Sun Life Financial, Inc. (NYSE: SLF). Ryan Labs is also known as Ryan Labs Asset Management. The firm offers actively-managed investment grade fixed-income separate accounts to institutional investors. | Analyst-Festverzinsliche Wertpapiere | 31.12.2019 |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
Cerulli Associates, Inc.
Cerulli Associates, Inc. Investment ManagersFinance Cerulli Associates, Inc. is an international research and consulting firm that provides financial institutions with guidance in strategic positioning and new business development. The private company is based in Boston, MA and has subsidiaries in Singapore and United Kingdom. The company's analysts blend industry knowledge, original research, and data analysis to bring perspective to current market conditions and forecasts for future developments. The company was founded in 1992 by David Nadig, Kurt Cerulli. Kurt Cerulli has been the CEO since 1992. | Corporate Officer/Principal | - |
Ausbildung von Daniel Joseph Lucey
College of the Holy Cross (Massachusetts) | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 4 |
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Ryan Labs Asset Management, Inc.
Ryan Labs Asset Management, Inc. Investment ManagersFinance Founded in 1988 by F. Harlan Batrus, Ryan Labs Asset Management, Inc. is a registered investment advisor located in New York City. The firm is a subsidiary of Sun Life Financial, Inc. (NYSE: SLF). Ryan Labs is also known as Ryan Labs Asset Management. The firm offers actively-managed investment grade fixed-income separate accounts to institutional investors. | Finance |
Cerulli Associates, Inc.
Cerulli Associates, Inc. Investment ManagersFinance Cerulli Associates, Inc. is an international research and consulting firm that provides financial institutions with guidance in strategic positioning and new business development. The private company is based in Boston, MA and has subsidiaries in Singapore and United Kingdom. The company's analysts blend industry knowledge, original research, and data analysis to bring perspective to current market conditions and forecasts for future developments. The company was founded in 1992 by David Nadig, Kurt Cerulli. Kurt Cerulli has been the CEO since 1992. | Finance |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
Sun Life Capital Management (US) LLC
Sun Life Capital Management (US) LLC Investment ManagersFinance Sun Life Capital Management (US) LLC (do-business-as SLC Management) is a SEC-registered investment adviser headquartered in Wellesley Hills, Massachusetts. Founded in 1997, the firm is a subsidiary of Sun Life Investment Management US, Inc., ultimately owned by Sun Life Financial, Inc. (Sun Life Financial) (NYSE, TSE: SLF) in Canada. SLC Management provides investment advisory services to a variety of affiliated and unaffiliated global institutional clients. | Finance |