Profiel
Mr. John L.
Lueken is an Executive Vice President & Chief Investment Strategist at CapWealth Advisors LLC.
Mr. Lueken joined the firm in April of 2014 after a decade working with Goldman Sachs in Manhattan.
As vice president and equity analyst with the macro trading team of the Securities division, he built, developed and traded unique custom solutions for client portfolios.
Focused on researching and understanding global macro fundamentals and their impact on the equity and fixed-income marketplace, he identified sectors, industries and single stock investment ideas best positioned to capitalize on the changing macro environment.
He also wrote a daily morning perspective that was sent to more than 700 colleagues and clients, focusing on flow-of-funds data, short-interest activity and single stock fundamentals.
Under his leadership, the business became the fastest growing and most profitable desk in the Goldman Sachs securities division from 2006 through 2012.
Prior to that, he served for two years as a financial analyst in the firm’s Equity Products Group.
Mr. Lueken hails from St. Louis, Missouri, and graduated with a BS in business administration from Washington University’s Olin School of Business.
He earned his MBA from Columbia University’s business school with a concentration in security analysis and applied-value investing.
Eerdere bekende functies van John L. Lueken
Bedrijven | Functie | Einde |
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CapWealth Advisors LLC
CapWealth Advisors LLC Investment ManagersFinance CapWealth Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in Franklin, Tennessee. The firm was founded by Timothy J. Pagliara in 2000 and they are a subsidiary of CapWealth Group LLC. CapWealth Advisors provides investment advice to individuals, high net-worth individuals, trusts, estates and charitable organizations. | Marktstrateeg | 01-04-2020 |
Opleiding van John L. Lueken
Washington University in St. Louis | Undergraduate Degree |
Columbia Business School | Masters Business Admin |
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CapWealth Advisors LLC
CapWealth Advisors LLC Investment ManagersFinance CapWealth Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in Franklin, Tennessee. The firm was founded by Timothy J. Pagliara in 2000 and they are a subsidiary of CapWealth Group LLC. CapWealth Advisors provides investment advice to individuals, high net-worth individuals, trusts, estates and charitable organizations. | Finance |