![John L. Lueken](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. John L.
Lueken is an Executive Vice President & Chief Investment Strategist at CapWealth Advisors LLC.
Mr. Lueken joined the firm in April of 2014 after a decade working with Goldman Sachs in Manhattan.
As vice president and equity analyst with the macro trading team of the Securities division, he built, developed and traded unique custom solutions for client portfolios.
Focused on researching and understanding global macro fundamentals and their impact on the equity and fixed-income marketplace, he identified sectors, industries and single stock investment ideas best positioned to capitalize on the changing macro environment.
He also wrote a daily morning perspective that was sent to more than 700 colleagues and clients, focusing on flow-of-funds data, short-interest activity and single stock fundamentals.
Under his leadership, the business became the fastest growing and most profitable desk in the Goldman Sachs securities division from 2006 through 2012.
Prior to that, he served for two years as a financial analyst in the firm’s Equity Products Group.
Mr. Lueken hails from St. Louis, Missouri, and graduated with a BS in business administration from Washington University’s Olin School of Business.
He earned his MBA from Columbia University’s business school with a concentration in security analysis and applied-value investing.
Anciens postes connus de John L. Lueken
| Sociétés | Poste | Fin |
|---|---|---|
CapWealth Advisors LLC
 CapWealth Advisors LLC Investment ManagersFinance CapWealth is an active manager that maintains a “go anywhere” value investment approach focused primarily on domestic equity securities. Their process allows for the firm to identify securities in any sector or market that they believe will generate significant risk-adjusted returns over a long period of time while protecting against permanent loss of invested capital. The firm develops straightforward investment strategies based on their clients’ risk tolerance and individual goals. The CapWealth Investment Committee oversees the asset-management research process. | Stratège de marché | 01/04/2020 |
Formation de John L. Lueken
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| Entreprise privées | 3 |
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Washington University in St. Louis
 Washington University in St. Louis Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CapWealth Advisors LLC
CapWealth Advisors LLC Investment ManagersFinance CapWealth is an active manager that maintains a “go anywhere” value investment approach focused primarily on domestic equity securities. Their process allows for the firm to identify securities in any sector or market that they believe will generate significant risk-adjusted returns over a long period of time while protecting against permanent loss of invested capital. The firm develops straightforward investment strategies based on their clients’ risk tolerance and individual goals. The CapWealth Investment Committee oversees the asset-management research process. | Finance |
Columbia Business School
 Columbia Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
