Allen Lutz, Cfa

Allen Lutz, Cfa Email and Phone Number

Equity Research Analyst at Bank of America Merrill Lynch @ Bank of America Merrill Lynch
Allen Lutz, Cfa's Location
New York City Metropolitan Area, United States, United States
Allen Lutz, Cfa's Contact Details

Allen Lutz, Cfa work email

Allen Lutz, Cfa personal email

About Allen Lutz, Cfa

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.

Allen Lutz, Cfa's Current Company Details
Bank of America Merrill Lynch

Bank Of America Merrill Lynch

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Equity Research Analyst at Bank of America Merrill Lynch
Allen Lutz, Cfa Work Experience Details
  • Bank Of America Merrill Lynch
    Senior Equity Research Analyst, Healthcare Technology & Distribution
    Bank Of America Merrill Lynch Aug 2023 - Present
    Charlotte, Nc, Us
  • Bank Of America Merrill Lynch
    Equity Research Analyst
    Bank Of America Merrill Lynch 2017 - Oct 2023
    Charlotte, Nc, Us
    Equity 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.
  • Ubs
    Associate Director
    Ubs 2016 - 2017
    Zurich, Ch
    Associate 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.
  • Citi
    Senior Equity Research Associate
    Citi 2013 - Jul 2016
    New York, New York, Us
    Senior 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.
  • Blackrock
    Associate, Portfolio Analytics
    Blackrock 2010 - 2013
    New York, Ny, Us
    Worked with portfolio managers in fundamental active equity, FIG, and Short Duration mandates.
  • Penn State Office Of Investment Management
    Endowment Summer Analyst
    Penn State Office Of Investment Management May 2009 - Aug 2009
  • Nittany Lion Fund, Llc
    Fund Manager, Healthcare Sector
    Nittany Lion Fund, Llc May 2008 - 2009
    Served 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

Equities Fixed Income Financial Modeling Investments Financial Analysis Portfolio Management Equity Research Valuation Asset Management Series 7 Hedge Funds Mutual Funds Trading Bloomberg Capital Markets Corporate Finance Finance Financial Statement Analysis Investment Banking

Allen Lutz, Cfa Education Details

  • Penn State University
    Penn State University
    Economics

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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