Daniel Lucey Jr., CFA

 

MANAGING DIRECTOR

 

PORTFOLIO MANAGER

 

Daniel Lucey Jr. is a Managing Director and Portfolio Manager for Ryan Labs. D.J. joined the firm in 2009 as an institutional portfolio strategist. In that role, D.J. was responsible for liability driven investing and fixed income research, strategy and communicating Ryan Labs’ investment philosophy, capital market climate and underlying positions to institutional clients. He also assisted Ryan Labs with asset/liability strategies and credit research.

In 2010, D.J. became a Portfolio Manager, focusing on the structured product sector. In 2016, D.J. was promoted to Senior Portfolio Manager. He co-manages the short duration, core, and custom LDI portfolios as part of the Ryan Labs portfolio management team. His responsibilities include performing credit research and valuation, and managing and trading the ABS, CMBS, and MBS sectors. His prior experience includes actuarial analysis, pension fund asset and liability valuation, and pension industry research.

Prior to joining Ryan Labs, D.J. was a senior research analyst with Cerulli Associates, a strategy research and consulting firm specializing in the financial services industry. His primary research focus was on the institutional fund management industry. Past research and articles he has authored have covered institutional asset allocation and asset/liability management, liability-driven investment strategies and the use of alternatives in pensions.

D.J. holds a B.A. in economics from the College of the Holy Cross. He is a CFA charterholder.

Sean

RL

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