Kevin Lorenz
Mitglied des Investmentausschusses bei Teachers Advisors LLC
Vermögen: 42 948 $ am 30.04.2024
Profil
Mr. Kevin R.
Lorenz, CFA MBA, is a Head of High Yield & Portfolio Manager at Teachers Advisors LLC and a Head of High Yield at Nuveen Asset Management LLC.
He is head of high yield and responsible for retail and institutional high yield bond focused portfolio management.
He has served in a variety of roles since joining the firm in 1987.
He has been investing in high yield over his entire career and has focused exclusively on high yield since 1995.
He began his career at the firm as a generalist focusing on the private placement market.
Mr. Lorenz graduated with a B.S.
in Accounting from Rider University and an M.B.A.
in Finance from Indiana University.
He holds the CFA designation and is a member of the New York Society of Security Analysts.
Bekannte Unternehmensbeteiligungen
| Unternehmen | Datum | Anzahl der Aktien | Bewertung | Datum der Bewertung |
|---|---|---|---|---|
FORTRESS BIOTECH, INC.
0,13% | 27.03.2024 | 24 970 ( 0,13% ) | 42 948 $ | 30.04.2024 |
Aktive Positionen von Kevin Lorenz
| Unternehmen | Position | Beginn |
|---|---|---|
Teachers Advisors LLC
 Teachers Advisors LLC Investment ManagersFinance Teachers Advisors LLC (TAL) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1993 and formerly known as Teachers Advisors, Inc. They are a subsidiary of Nuveen Finance LLC, ultimately owned by TIAA Board of Governors. TAL provides services to individual and institutional separately managed account clients primarily through investment advisory programs such as wrap-fee and dual contract arrangements, and Exchange Traded Funds. On occasion, the firm provides portfolio recommendations to sponsors of unit investment trusts which are sold by the sponsor through broker-dealers and other firms. | Mitglied des Investmentausschusses | 19.10.1993 |
Nuveen Asset Management LLC
 Nuveen Asset Management LLC Investment ManagersFinance Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles. | Head-Fixed Income Invts | - |
Ausbildung von Kevin Lorenz
| Rider University | Undergraduate Degree |
| Indiana 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 | 2 |
|---|---|
Teachers Advisors LLC
Teachers Advisors LLC Investment ManagersFinance Teachers Advisors LLC (TAL) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1993 and formerly known as Teachers Advisors, Inc. They are a subsidiary of Nuveen Finance LLC, ultimately owned by TIAA Board of Governors. TAL provides services to individual and institutional separately managed account clients primarily through investment advisory programs such as wrap-fee and dual contract arrangements, and Exchange Traded Funds. On occasion, the firm provides portfolio recommendations to sponsors of unit investment trusts which are sold by the sponsor through broker-dealers and other firms. | Finance |
Nuveen Asset Management LLC
Nuveen Asset Management LLC Investment ManagersFinance Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles. | Finance |
