Bradley L. Lutz, CFA

Brad is a portfolio manager on the firm’s global multi-sector fixed-income team but will remain a portfolio manager on the preferred income team while he transitions to the new role. Previously, he was a senior investment analyst, supporting the company’s fixed-income strategies and providing expertise in the power and utility, aerospace and defense, and industrials segments. Earlier in his career, he had the same areas of responsibility at Declaration Management & Research, an affiliate of Manulife Investment Management. Prior to joining the firm, Brad worked for Summit Investment Partners, where he had research, trading, and portfolio management responsibilities for high-yield and investment-grade corporate bonds and, prior to that, he was with Pacholder Associates as a high-yield credit analyst. Brad holds the Chartered Financial Analyst designation. 

Education: B.S., Finance, Miami University 

Joined the company: 2002

Began career: 1992