Fred P. Lutcher

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78 year

Finance

Consumer Services

Profile

Mr. Fred P.
Lutcher, III CFA, is Co-Founder & Senior Managing Director at Tandem Wealth Advisors LLC.
Prior to co-founding Tandem Wealth in May 2011, Mr. Lutcher was with Dumont & Blake Investment Advisors as Chief Investment Officer.
Before Dumont & Blake, he served as Chief Investment Officer of U.S.
Equities with HSBC Asset Management in New York City for six years.
He was also previously employed as Vice President and Senior Portfolio Manager by Merrill Lynch Asset Management for nine years.
He serves on the Board of Directors of the Redwood China Master Fund and the Redwood China Fund, two Cayman Island-based hedge funds which invest in companies listed or operating in the People's Republic of China, Hong Kong or Taiwan.
Mr. Lutcher is a Chartered Financial Analyst charterholder, a graduate of Lehigh University in 1970, a member of the CFA Institute and the CFA Society of Philadelphia.

Former positions of Fred P. Lutcher

Companies	Position	End
Dumont & Blake Investment Advisors LLC Dumont & Blake Investment Advisors LLC Investment ManagersFinance Dumont & Blake manages equity, fixed income and balanced portfolios following a disciplined investment approach. The firm employs several investment strategies in managing client portfolios and uses a combination of these strategies to achieve the client’s goals and objectives. They discuss the risks and rewards of their various investment strategies with the client and discuss the asset allocation they propose to achieve the clients’ goals within their levels of risk tolerance.	Chief Investment Officer	2011-04-29
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.	Chief Investment Officer	-
Merrill Lynch Asset Management International	Corporate Officer/Principal	-
Tandem Wealth Advisors LLC Tandem Wealth Advisors LLC Investment ManagersFinance Tandem aims to generate long-term capital growth and control risk through balanced portfolios keyed to investors’ risk tolerance. Their investment management process combines fundamental economic analysis with equity and fixed-income valuation to build core portfolios for investors. The firm utilizes a combination of top-down macroeconomic analysis and bottom-up stock selection.	Chief Executive Officer	-

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Private companies	5
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
Dumont & Blake Investment Advisors LLC Dumont & Blake Investment Advisors LLC Investment ManagersFinance Dumont & Blake manages equity, fixed income and balanced portfolios following a disciplined investment approach. The firm employs several investment strategies in managing client portfolios and uses a combination of these strategies to achieve the client’s goals and objectives. They discuss the risks and rewards of their various investment strategies with the client and discuss the asset allocation they propose to achieve the clients’ goals within their levels of risk tolerance.	Finance
Lehigh University Lehigh University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Merrill Lynch Asset Management International
Tandem Wealth Advisors LLC Tandem Wealth Advisors LLC Investment ManagersFinance Tandem aims to generate long-term capital growth and control risk through balanced portfolios keyed to investors’ risk tolerance. Their investment management process combines fundamental economic analysis with equity and fixed-income valuation to build core portfolios for investors. The firm utilizes a combination of top-down macroeconomic analysis and bottom-up stock selection.	Finance