Patrick Luby work email
- Valid
Patrick Luby personal email
- Valid
Patrick Luby phone numbers
Municipal Bond StrategistMy insights and reports on market trends and relative value are read by institutional asset owners, asset managers, wealth advisors, broker dealers, non-US investors, ETF sponsors and others. Quoted in The Wall Street Journal, Barrons.com, FT, The Bond Buyer, Bloomberg, Grant's and elsewhere, I have authored numerous reports, white papers, presentations and articles, covering a wide range of topics, including market commentary and analysis, asset allocation, investment policy, bond and ETF selection, manager selection (and the importance of professional management), absolute return and relative/total return strategies. I have traveled extensively and presented to large and small audiences of differing levels of expertise. Member of the Board of Directors of the Municipal Analysts Group of New York (MAGNY), a member of the National Federation of Municipal Analysts (NFMA) and the Fixed Income Analysts Society. Founded in 2000, CreditSights is a leading provider of independent fixed income research. Over 1,000 institutions use our acclaimed research, including many of the world's largest banks, insurance companies, investment advisors, mutual funds and wealth management firms. CreditSights is purely a research firm and does not underwrite securities or manage assets. In addition to the municipal bond market, our coverage spans the Investment Grade, High Yield, Distressed and EM sovereign markets.
-
Municipal Bond Market StrategistIncome Investor Perspectives Dec 2014 - Feb 2017Providing independent muni bond market strategic and tactical insight to help advisors and their clients navigate through the decision making process of which bonds, mutual funds, CEFs, ETFs or separate account managers to consider. In addition to www.IncomeInvestorPerspectives.com, my articles have also been published by Van Eck Global and on ETF.com, ETFtrends.com, SeekingAlpha.com and Yahoo Finance. Speaking engagements include:-- Inside ETFs, January 2017-- Risk.net Fixed Income Trading & Investment Conference, December 2016-- Inside ETFs Fixed Income Conference, November 2016
-
Managing Director, Director Of The Income Solutions TeamCharles Schwab Jul 2011 - Dec 2014Jersey City, New JerseyBuilt out and managed a national team of nine field-based income investing professionals to educate Schwab Financial Consultants, clients and prospects about income investing solutions and the Schwab product offering. Products included municipal and taxable bonds and Separately Managed Accounts (SMAs), equity dividend SMA strategies, annuities and financial planning. -
ConsultantRydex Investments Mar 2011 - Jul 2011New York, New YorkReviewed marketing support documentation of the Rydex | SGI suite of alternative investment mutual funds. -
Head Of Product Strategy, Transaction ProductsUbs Financial Services Inc. Jan 2006 - Mar 2010Weehawken, New JerseyEstablished Product Strategy as a new group to manage the marketing, educational and risk disclosure materials for equities, options, municipal bonds, taxable fixed income and structured products. -
National Sales Manager, Municipal Securities GroupUbs Financial Services Inc. Jun 2001 - Dec 2005Nashville, TennesseeIdentified business/market opportunities and developed targeted marketing/educational strategies. Author of all municipal bond materials, including market commentary and strategy reports, training resources, internal and client seminars, advertising, ghost articles, continuing professional educational material and content for public and client web sites. -
National Marketing AssociateUbs Financial Services Inc. Aug 2000 - Jun 2001Nashville, Tennessee -
Manager, Municipal Bond Research And MarketingJ.C. Bradford & Co. 1999 - 2001Nashville, Tennessee
-
Municipal StrategistJ.C. Bradford & Co. 1996 - 1999Nashville, Tennessee
-
Institutional Municipal Bond TraderJ.C. Bradford & Co. 1992 - 1996Nashville, Tennessee
Patrick Luby Skills
Patrick Luby Education Details
Frequently Asked Questions about Patrick Luby
What is Patrick Luby's role at the current company?
Patrick Luby's current role is Senior Municipal Strategist at CreditSights.
What is Patrick Luby's email address?
Patrick Luby's email address is pl****@****hts.com
What is Patrick Luby's direct phone number?
Patrick Luby's direct phone number is +120169*****
What schools did Patrick Luby attend?
Patrick Luby attended University Of Florida.
What skills is Patrick Luby known for?
Patrick Luby has skills like Municipal Bonds, Fixed Income, Separately Managed Accounts, Etfs, Mutual Funds, Portfolio Management, Wealth Management, Investments, Public Speaking, Written Communication, Investment Policy, Management.
Not the Patrick Luby you were looking for?
-
-
2eventsforum.net, gmail.com
1 +131579XXXXX
-
Patrick Luby
Greater Chicago Area1huenelectric.com -
Patrick Luby
Bs Business Economics From Suny Cortland;Division 3 All American, National Champion Kicker And PunterGlen Rock, Nj
Free Chrome Extension
Find emails, phones & company data instantly
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial