Profiel
Mr. William J.
Lutz, CFA MBA, is a Director of Equities, Senior Fund Manager & Senior Research Analyst at Frost Investment Advisors LLC.
He joined Frost Bank, the parent company of Frost Investment Advisors, LLC, in 1995.
He started as a research analyst covering the technology sector and was named lead fund manager in 2013.
As the lead manager of the Frost Growth Equity team, he is directly responsible for stock selection and sector allocation.
He has over 20 years of investment experience.
He earned a Bachelor’s of Business Administration from Texas A&M University.
Actieve functies van John Lutz
| Bedrijven | Functie | Begin |
|---|---|---|
Frost Investment Advisors LLC
 Frost Investment Advisors LLC Investment ManagersFinance Frost Investment Advisors LLC is a SEC-registered investment advisor headquartered in San Antonio, Texas. The firm was founded in 1868 and is a wholly owned subsidiary of Frost Bank, itself wholly owned by Cullen/Frost Bankers, Inc. (NYSE: CFR). Frost Investment Advisors offers a family of diversified mutual funds and provides investment advisory services designed to meet the goals of their institutional, family office and individual clients. | Analyst-Equity | 01-02-2008 |
Opleiding van John Lutz
| Texas A&M University | Undergraduate Degree |
| Our Lady of the Lake University | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Frost Investment Advisors LLC
Frost Investment Advisors LLC Investment ManagersFinance Frost Investment Advisors LLC is a SEC-registered investment advisor headquartered in San Antonio, Texas. The firm was founded in 1868 and is a wholly owned subsidiary of Frost Bank, itself wholly owned by Cullen/Frost Bankers, Inc. (NYSE: CFR). Frost Investment Advisors offers a family of diversified mutual funds and provides investment advisory services designed to meet the goals of their institutional, family office and individual clients. | Finance |
