![Jeff Lucado](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jeff Lucado
Directeur van Onderzoek - Eigen Vermogen bij
Terry McDaniel & Co.
Profiel
Mr. Jeffrey S.
Lucado, CFA MBA, is a Research Director & Portfolio Manager at Terry McDaniel & Co. He joined the firm in 1992.
Before joining Terry McDaniel & Company, Mr. Lucado was with Arthur Andersen Consulting, InterFirst Investment Management, NCNB Texas Asset Management and Team Bank.
He received his B.B.A. in 1981 from the University of Texas and his M.B.A. in 1983 from the University of Texas’ McCombs School of Business.
He is a member of the CFA Institute, and is a past-President of the CFA Society of Austin.
He serves on the Board of Directors of Western Hills Little League.
Actieve functies van Jeff Lucado
| Bedrijven | Functie | Begin |
|---|---|---|
Terry McDaniel & Co.
 Terry McDaniel & Co. Investment ManagersFinance TMC employs two investment strategies, Equity and Fixed Income, which tailor based on each client’s objectives, return requirements and tolerance for risk. In most cases, this results in a balance between the two strategies for each client. The firm’s equity strategy seeks to achieve long-term income and capital appreciation while attempting to manage portfolio risk. Analysis of stock investments is a bottom-up approach relying heavily on the fundamental analysis of individual companies. The strategy typically holds equity securities of approximately 25 companies. Their fixed income strategy seeks to provide stable income while attempting to manage interest rate and credit risk. Bond investments analysis emphasizes high credit quality and liquidity. Investments are typically in fixed income securities with short-to-intermediate maturities from one to ten years. The firm maintains a staff of investment securities analysts who conduct research into the stocks and bonds used in portfolios. | Directeur van Onderzoek - Eigen Vermogen | 01-01-1992 |
Eerdere bekende functies van Jeff Lucado
| Bedrijven | Functie | Einde |
|---|---|---|
Team Bank, NA (Fort Worth, Texas)
 Team Bank, NA (Fort Worth, Texas) Major BanksFinance Nationally chartered commercial bank | Corporate Officer/Principal | - |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Corporate Officer/Principal | - |
Opleiding van Jeff Lucado
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
94
Eerstegraads connecties
4
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Terry McDaniel & Co.
Terry McDaniel & Co. Investment ManagersFinance TMC employs two investment strategies, Equity and Fixed Income, which tailor based on each client’s objectives, return requirements and tolerance for risk. In most cases, this results in a balance between the two strategies for each client. The firm’s equity strategy seeks to achieve long-term income and capital appreciation while attempting to manage portfolio risk. Analysis of stock investments is a bottom-up approach relying heavily on the fundamental analysis of individual companies. The strategy typically holds equity securities of approximately 25 companies. Their fixed income strategy seeks to provide stable income while attempting to manage interest rate and credit risk. Bond investments analysis emphasizes high credit quality and liquidity. Investments are typically in fixed income securities with short-to-intermediate maturities from one to ten years. The firm maintains a staff of investment securities analysts who conduct research into the stocks and bonds used in portfolios. | Finance |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
The University of Texas at Austin
 The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Team Bank, NA (Fort Worth, Texas)
Team Bank, NA (Fort Worth, Texas) Major BanksFinance Nationally chartered commercial bank | Finance |
