Profil
Ms. Amy C.
Lubas, CFA MBA, is Advisory Strategist at Ned Davis Research, Inc. She is a member of the Research Applications team, working alongside NDR’s ETF Strategist, Tony Welch, to provide strategy and implementation ideas for investment advisors.
She joined the firm in July 2004 as an analyst on the sector team.
Prior Ned Davis Research, she worked as a Senior Equity Research Analyst at State Street Research & Management in Boston, MA.
She also worked in the Boston office of SG Cowen Securities Corporation as an Institutional Research Analyst.
She is a CFA charter holder and is an active member of CFA Tampa Bay.
She is a cum laude graduate in Finance from Boston College, and earned her Master in Business Administration in Finance from Vanderbilt University.
Postes actifs de Amy Lubas
| Sociétés | Poste | Début |
|---|---|---|
Ned Davis Research, Inc.
 Ned Davis Research, Inc. Investment ManagersFinance Ned Davis Research, Inc. (NDR) is an institutional investment research firm headquartered in Nokomis, Florida. The firm was founded by Ned Davis in 1980. They are wholly owned by Delinian Holdings US LLC, which is ultimately owned by Delinian Ltd. in Great Britain. NDR produces and publishes independent financial research and offers customized research services. The firm markets its research globally, primarily to registered investment advisers, brokerage firms, asset management firms, hedge funds, endowments, pension and profit-sharing plans, and other types of institutional investors. Their approach combines both fundamental and technical research disciplines. | Analyst-Equity | 01/07/2004 |
Anciens postes connus de Amy Lubas
| Sociétés | Poste | Fin |
|---|---|---|
State Street Research & Management Co.
 State Street Research & Management Co. Investment Banks/BrokersFinance State Street Research & Management Company (SSR), with a history dating back to 1924, is one of the nation's first investment management organizations. The Boston-based firm is a subsidiary of MetLife (NYSE:MET), one of the world's largest financial services companies. The firm, together with its affiliate SSR Realty, actively manages stock, bond, balanced and real estate portfolios for both institutional and individual investors. SSR manages pension money for many of the largest U.S. corporate pension plans. SSR also manages money for public and union pension plans, foundations, endowments, and mutual funds. | Analyst-Equity | 30/06/2004 |
| SG Securities, Inc. | President | 01/01/2000 |
| Fleet National Bank of Massachusetts NA | Corporate Officer/Principal | 01/01/1994 |
Cowen & Co. LLC
 Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Analyst-Equity | - |
Ned Davis Research, Inc. (Investment Management)
 Ned Davis Research, Inc. (Investment Management) Investment ManagersFinance Founded by Ned Davis in 1980, Ned Davis Research, Inc. (NDR) is an independent institutional investment research firm and registered investment advisor located in Venice, Florida. The firm is a subsidiary of Euromoney Institutional Investor Holdings, Inc., an indirect wholly-owned subsidiary of Euromoney Institutional Investor PLC. NDR produces and publishes independent financial research and offers customized research services (i.e., investment advisory services). The firm markets the research primarily to registered investment advisors, brokerage firms, asset management firms, and other types of corporations. They also market to pension and profit-sharing plans. | Analyst-Equity | - |
Formation de Amy Lubas
| Vanderbilt University | Masters Business Admin |
| Boston College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
State Street Research & Management Co.
State Street Research & Management Co. Investment Banks/BrokersFinance State Street Research & Management Company (SSR), with a history dating back to 1924, is one of the nation's first investment management organizations. The Boston-based firm is a subsidiary of MetLife (NYSE:MET), one of the world's largest financial services companies. The firm, together with its affiliate SSR Realty, actively manages stock, bond, balanced and real estate portfolios for both institutional and individual investors. SSR manages pension money for many of the largest U.S. corporate pension plans. SSR also manages money for public and union pension plans, foundations, endowments, and mutual funds. | Finance |
Cowen & Co. LLC
Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Finance |
Ned Davis Research, Inc. (Investment Management)
Ned Davis Research, Inc. (Investment Management) Investment ManagersFinance Founded by Ned Davis in 1980, Ned Davis Research, Inc. (NDR) is an independent institutional investment research firm and registered investment advisor located in Venice, Florida. The firm is a subsidiary of Euromoney Institutional Investor Holdings, Inc., an indirect wholly-owned subsidiary of Euromoney Institutional Investor PLC. NDR produces and publishes independent financial research and offers customized research services (i.e., investment advisory services). The firm markets the research primarily to registered investment advisors, brokerage firms, asset management firms, and other types of corporations. They also market to pension and profit-sharing plans. | Finance |
| SG Securities, Inc. | |
| Fleet National Bank of Massachusetts NA | Finance |
Ned Davis Research, Inc.
Ned Davis Research, Inc. Investment ManagersFinance Ned Davis Research, Inc. (NDR) is an institutional investment research firm headquartered in Nokomis, Florida. The firm was founded by Ned Davis in 1980. They are wholly owned by Delinian Holdings US LLC, which is ultimately owned by Delinian Ltd. in Great Britain. NDR produces and publishes independent financial research and offers customized research services. The firm markets its research globally, primarily to registered investment advisers, brokerage firms, asset management firms, hedge funds, endowments, pension and profit-sharing plans, and other types of institutional investors. Their approach combines both fundamental and technical research disciplines. | Finance |
