Daniel Carlucci, Cfa Email & Phone Number

Greater New York City Area

Responsible for the creation of print and digital content to support a suite of 25 – 30 ETFs.• Create branding and messaging for new ETFs coming to market• Produce factsheets, investment cases, and white papers to communicate ETF strategy• Generate social media posts• Create presentations for sales presentations, client reviews, and webinars• Execute email marketing campaigns • Shape conference strategy• ETFs include equity, fixed income, commodities, and alternatives

Greater New York City Area

• Manager of U.S. portfolios and tax-managed strategies with AUM of $10B utilizing a quantitative, bottom-up stock selection model with a proprietary risk model for portfolio optimization and construction. Funds have outperformed their benchmark over the past 3, 5, 10, year and since inception periods.• Manager of U.S. and international index funds with AUM of $20B which have exceeded their benchmark returns since inception.• Director of QMA’s managed account business. • Lead efforts to automate and streamline the index management process. • Lead calls and face-to-face meetings with clients, consultants, and prospects on behalf of core equity group.• Effectively partners with sales, marketing, and product specialists to produce quarterly portfolio commentary and portfolio analysis for clients and prospects.• Spearhead efforts to create, update, and standardize RFP responses on behalf of core equity group.• Lead efforts in creating marketing materials and crafting messaging to clients.• Research and provide equity fulfillment for QMA’s asset allocation group.• Liaise with compliance to incorporate client guidelines and restrictions and regulatory guidelines into portfolio management process.• Collaborate with risk and compliance to evaluate portfolio management processes, identify areas of risk, and implement processes to mitigate or eliminate risk.• Partner with legal, compliance, and client service to draft investment management agreements, client guidelines, and regulatory filings such as prospectuses and SAI’s. • Key investment contact on regulatory audits. o Arrange for and provide documentation, data, and explanations required by regulatory agencies. o Interviewed by internal and external counsel.

• Co-manager of quantitatively managed portfolios. • Co-managed large-cap and small-cap value portfolios.• Financial statement analysis.Previous Related ExperiencePrudential FinancialInvestment Associate• Assisted in the management of fundamental equity portfolios.• Fundamental research on small-cap and mid-cap companies.Prudential FinancialAccounting Associate• Assisted in the management of fundamental equity portfolios.• Fundamental research on small-cap and mid-cap companies

Master Of Business Administration (Mba), Finance

Bachelor Of Science (B.S.), Finance