Allen Lutz, Cfa Email and Phone Number
Allen Lutz, Cfa work email
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Allen Lutz, Cfa personal email
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Allen Lutz is an Equity Research Analyst, covering companies with more than $300Bn of market capitalization across healthcare services. Previously, Allen spent 5 years at UBS and Citigroup covering the same sector.Proprietary equity research for hedge funds: idea generation, deep-dive channel checks, scenario analyses. Specialization in long/short and contrarian investment ideas.
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Senior Equity Research Analyst, Healthcare Technology & DistributionBank Of America Merrill Lynch Aug 2023 - PresentCharlotte, Nc, Us -
Equity Research AnalystBank Of America Merrill Lynch 2017 - Oct 2023Charlotte, Nc, UsEquity Research Analyst at Bank of America Merrill Lynch, covering companies with more than $300 billion of total market capitalization across the pharmaceutical supply chain, healthcare technology, and specialty distribution industries.Proprietary equity research for hedge funds: idea generation, deep-dive channel checks, scenario analyses. Specialization in long/short and contrarian investment ideas. -
Associate DirectorUbs 2016 - 2017Zurich, ChAssociate Director at UBS, covering companies with more than $300Bn of market capitalization across healthcare services.Proprietary equity research for hedge funds: idea generation, deep-dive channel checks, scenario analyses. Specialization in long/short and contrarian investment ideas. -
Senior Equity Research AssociateCiti 2013 - Jul 2016New York, New York, UsSenior Equity Research Associate at Citigroup, covering companies with more than $300 billion of total market capitalization across healthcare technology, healthcare distribution, and consumer sectors.Proprietary equity research for hedge funds: idea generation, deep-dive channel checks, scenario analyses. Specialization in long/short and contrarian investment ideas. -
Associate, Portfolio AnalyticsBlackrock 2010 - 2013New York, Ny, UsWorked with portfolio managers in fundamental active equity, FIG, and Short Duration mandates. -
Endowment Summer AnalystPenn State Office Of Investment Management May 2009 - Aug 2009
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Fund Manager, Healthcare SectorNittany Lion Fund, Llc May 2008 - 2009Served as the Lead Analyst for the Utilities and Healthcare sectors from 2008-2009 in the Nittany Lion Fund in State College, Pennsylvania. The Nittany Lion Fund is an undergraduate student managed mutual fund with assets under management of approximately $4 million.
Allen Lutz, Cfa Skills
Allen Lutz, Cfa Education Details
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Penn State UniversityEconomics
Frequently Asked Questions about Allen Lutz, Cfa
What company does Allen Lutz, Cfa work for?
Allen Lutz, Cfa works for Bank Of America Merrill Lynch
What is Allen Lutz, Cfa's role at the current company?
Allen Lutz, Cfa's current role is Equity Research Analyst at Bank of America Merrill Lynch.
What is Allen Lutz, Cfa's email address?
Allen Lutz, Cfa's email address is al****@****ail.com
What schools did Allen Lutz, Cfa attend?
Allen Lutz, Cfa attended Penn State University.
What skills is Allen Lutz, Cfa known for?
Allen Lutz, Cfa has skills like Equities, Fixed Income, Financial Modeling, Investments, Financial Analysis, Portfolio Management, Equity Research, Valuation, Asset Management, Series 7, Hedge Funds, Mutual Funds.
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