Senior Equity Research Analyst, Healthcare Technology & Distribution
Current
Aug 2023 - Present
AeroLeads people directory · profile
Allen Lutz, Cfa Email & Phone Number
Equity Research Analyst at Bank of America Merrill Lynch
at
Bank of America Merrill Lynch
1 work email found
@baml.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Equity Research Analyst at Bank of America Merrill Lynch
Location
New York City Metropolitan Area, United States
Who is Allen Lutz, Cfa? Overview
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Quick answer
Allen Lutz, Cfa is listed as Equity Research Analyst at Bank of America Merrill Lynch at Bank of America Merrill Lynch, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at baml.com and a matched LinkedIn profile for Allen Lutz, Cfa.
Allen Lutz, Cfa previously worked as Senior Equity Research Analyst, Healthcare Technology & Distribution at Bank Of America Merrill Lynch and Equity Research Analyst at Bank Of America Merrill Lynch. Allen Lutz, Cfa holds Finance, Economics from Penn State University.
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*@baml.com
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Profile bio
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.
Listed skills include Equities, Fixed Income, Financial Modeling, Investments, and 15 others.
Current workplace
Allen Lutz, Cfa's current company
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7 roles · 17 years
Allen Lutz, Cfa work experience
A career timeline built from the work history available for this profile.
Equity Research Analyst
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.
2017 - Oct 2023
Associate Director
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.
2016 - 2017
~1 yr
Senior Equity Research Associate
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.
2013 - Jul 2016
Associate, Portfolio Analytics
Worked with portfolio managers in fundamental active equity, FIG, and Short Duration mandates.
2010 - 2013
~3 yrs
Endowment Summer Analyst
Penn State Office Of Investment Management
May 2009 - Aug 2009
Fund Manager, Healthcare Sector
Nittany Lion Fund, Llc
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.
May 2008 - 2009
1 education record
Allen Lutz, Cfa education
-
Penn State University
FAQ
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Quick answers generated from the profile data available on this page.
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 Bank of America Merrill Lynch?
Allen Lutz, Cfa is listed as Equity Research Analyst at Bank of America Merrill Lynch at Bank of America Merrill Lynch.
What is Allen Lutz, Cfa's email address?
AeroLeads has found 1 work email signal at @baml.com for Allen Lutz, Cfa at Bank of America Merrill Lynch.
Where is Allen Lutz, Cfa based?
Allen Lutz, Cfa is based in New York City Metropolitan Area, United States while working with Bank of America Merrill Lynch.
What companies has Allen Lutz, Cfa worked for?
Allen Lutz, Cfa has worked for Bank Of America Merrill Lynch, Ubs, Citi, Blackrock, and Penn State Office Of Investment Management.
How can I contact Allen Lutz, Cfa?
You can use AeroLeads to view verified contact signals for Allen Lutz, Cfa at Bank of America Merrill Lynch, including work email, phone, and LinkedIn data when available.
What schools did Allen Lutz, Cfa attend?
Allen Lutz, Cfa holds Finance, Economics from Penn State University.
What skills is Allen Lutz, Cfa known for?
Allen Lutz, Cfa is listed with skills including Equities, Fixed Income, Financial Modeling, Investments, Financial Analysis, Portfolio Management, Equity Research, and Valuation.
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