Patrick Luby

Patrick Luby Email and Phone Number

Senior Municipal Strategist at CreditSights
Patrick Luby's Location
New York, New York, United States, United States
Patrick Luby's Contact Details

Patrick Luby work email

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About Patrick Luby

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.

Patrick Luby's Current Company Details

Senior Municipal Strategist at CreditSights
Patrick Luby Work Experience Details
  • Income Investor Perspectives
    Municipal Bond Market Strategist
    Income Investor Perspectives Dec 2014 - Feb 2017
    Providing 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
  • Charles Schwab
    Managing Director, Director Of The Income Solutions Team
    Charles Schwab Jul 2011 - Dec 2014
    Jersey City, New Jersey
    Built 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.
  • Rydex Investments
    Consultant
    Rydex Investments Mar 2011 - Jul 2011
    New York, New York
    Reviewed marketing support documentation of the Rydex | SGI suite of alternative investment mutual funds.
  • Ubs Financial Services Inc.
    Head Of Product Strategy, Transaction Products
    Ubs Financial Services Inc. Jan 2006 - Mar 2010
    Weehawken, New Jersey
    Established 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.
  • Ubs Financial Services Inc.
    National Sales Manager, Municipal Securities Group
    Ubs Financial Services Inc. Jun 2001 - Dec 2005
    Nashville, Tennessee
    Identified 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.
  • Ubs Financial Services Inc.
    National Marketing Associate
    Ubs Financial Services Inc. Aug 2000 - Jun 2001
    Nashville, Tennessee
  • J.C. Bradford & Co.
    Manager, Municipal Bond Research And Marketing
    J.C. Bradford & Co. 1999 - 2001
    Nashville, Tennessee
  • J.C. Bradford & Co.
    Municipal Strategist
    J.C. Bradford & Co. 1996 - 1999
    Nashville, Tennessee
  • J.C. Bradford & Co.
    Institutional Municipal Bond Trader
    J.C. Bradford & Co. 1992 - 1996
    Nashville, Tennessee

Patrick Luby Skills

Municipal Bonds Fixed Income Separately Managed Accounts Etfs Mutual Funds Portfolio Management Wealth Management Investments Public Speaking Written Communication Investment Policy Management Client Education Interest Rates Marketing Strategy Due Diligence Financial Services Writing Securities Practice Management Sales Presentations Capital Markets Equities Asset Management Asset Allocation Trading Bloomberg Financial Markets Communication Investment Strategies General Securities Principal Municipal Securities Principal Series 53 Series 24 Series 63 Series 7 Series 66 Strategic Planning Strategy Consulting Social Media Microsoft Office Microsoft Excel Microsoft Word

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.

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