Profile
Brian Matthew Lockwood is currently Chief Investment Officer at Piton Investment Management LP since 2018 and Senior Portfolio Manager at ClearShares LLC since 2019.
Formerly, Mr. Lockwood was Managing Director & Head of Fixed Income at HSBC Global Asset Management (USA), Inc. from 2004 to 2018.
Previous roles include Principal at Credit Suisse Asset Management LLC and Principal at Cowen Investment Management LLC.
Mr. Lockwood completed undergraduate studies at Villanova University in 1992.
Brian Matthew Lockwood active positions
| Companies | Position | Start |
|---|---|---|
Piton Investment Management LP
Piton Investment Management LP Investment ManagersFinance Piton manages fixed-income strategies in accordance with client investment objectives and risk tolerance, with a focus on duration and credit risk management. | Chief Investment Officer | 2018-01-31 |
ClearShares LLC
ClearShares LLC Investment ManagersFinance ClearShares utilizes an innovative product-based approach that integrates the best bespoke solutions with customizable multi-client investment products seeking consistency, long-term return and risk mitigation. | Portfolio Manager-Equities | 2019-11-30 |
Former positions of Brian Matthew Lockwood
| Companies | Position | End |
|---|---|---|
HSBC Global Asset Management (USA), Inc.
HSBC Global Asset Management (USA), Inc. Investment ManagersFinance AMUS actively manages portfolios within client investment guidelines using discretion to meet client objectives. The firm utilizes qualitative and quantitative research and inputs in their investment strategies. Their portfolio construction process is a combination of top-down decisions at a portfolio level and bottom-up decisions taken in the regional portfolio by the local specialist credit managers. Active risk management is fully integrated into the firm’s investment process. | Head-Fixed Income Invts | 2018-01-31 |
Credit Suisse Asset Management LLC
Credit Suisse Asset Management LLC Investment ManagersFinance CSAM aims to drive long-term performance and positive impact beyond returns. | Corporate Officer/Principal | - |
Cowen Investment Management LLC
Cowen Investment Management LLC Investment ManagersFinance Cowen Investment Management invests in companies located in the United States. The firm targets companies operating in the fields of biopharmaceutical and healthcare services. It provides financing for early and late stage capital requirements. Cowen Investment Management reorganized its healthcare operating segments on December 1, 2023, by combining Cowen Healthcare Investments into a single segment called Blue Owl Healthcare Opportunities Advisors LLC. | Corporate Officer/Principal | - |
Training of Brian Matthew Lockwood
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
HSBC Global Asset Management (USA), Inc.
HSBC Global Asset Management (USA), Inc. Investment ManagersFinance AMUS actively manages portfolios within client investment guidelines using discretion to meet client objectives. The firm utilizes qualitative and quantitative research and inputs in their investment strategies. Their portfolio construction process is a combination of top-down decisions at a portfolio level and bottom-up decisions taken in the regional portfolio by the local specialist credit managers. Active risk management is fully integrated into the firm’s investment process. | Finance |
Credit Suisse Asset Management LLC
Credit Suisse Asset Management LLC Investment ManagersFinance CSAM aims to drive long-term performance and positive impact beyond returns. | Finance |
Cowen Investment Management LLC
Cowen Investment Management LLC Investment ManagersFinance Cowen Investment Management invests in companies located in the United States. The firm targets companies operating in the fields of biopharmaceutical and healthcare services. It provides financing for early and late stage capital requirements. Cowen Investment Management reorganized its healthcare operating segments on December 1, 2023, by combining Cowen Healthcare Investments into a single segment called Blue Owl Healthcare Opportunities Advisors LLC. | Finance |
Villanova University
Villanova University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Piton Investment Management LP
Piton Investment Management LP Investment ManagersFinance Piton manages fixed-income strategies in accordance with client investment objectives and risk tolerance, with a focus on duration and credit risk management. | Finance |
ClearShares LLC
ClearShares LLC Investment ManagersFinance ClearShares utilizes an innovative product-based approach that integrates the best bespoke solutions with customizable multi-client investment products seeking consistency, long-term return and risk mitigation. | Finance |
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