Personal Biography

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Bradley Lutz, CFA

Name

Bradley Lutz, CFA

Position

Portfolio Manager, Preferred Income

Career Start Date

01-Jan-1992

Brad is a managing director and portfolio manager on the preferred income team at Manulife Investment Management; he’s also a senior investment analyst, supporting the company’s fixed-income strategies. Brad provides expertise in the power and utility, aerospace and defense, and industrials sectors. Most recently, he was responsible for the same duties at Declaration Management & Research, an affiliate of Manulife. Earlier in his career, Brad worked for Summit Investment Partners, with research, trading, and portfolio management responsibilities for high-yield and investment-grade corporate bonds; prior to that, he was with Pacholder Associates as a high-yield credit analyst. Brad holds the Certified Financial Analyst designation.

  • Education: B.S. in Finance, Miami University
  • Joined the company: 2002
  • Began career: 1992