Profil
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.
Aktive Positionen von John Lutz
| Unternehmen | Position | Beginn |
|---|---|---|
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 |
Ausbildung von John Lutz
| Texas A&M University | Undergraduate Degree |
| Our Lady of the Lake University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
