Steven Rocco
Analyst-Fixed Income at Lord, Abbett & Co. LLC
Net worth: 1 M $ as of 2024-04-29
Profile
Mr. Steven F.
Rocco, CFA, is a Partner & Co-Head of Taxable Fixed Income at Lord, Abbett & Co. LLC.
He is responsible for oversight of all of firm's Taxable Fixed Income investment activities, including portfolio management, global credit research, and trading.
He also serves as the lead Portfolio Manager for the firm’s High Yield and Multi-Sector fixed income strategies.
In addition, he is a member of the Investment Leadership Team, as well as the Strategic Allocation Committee.
He has over 22 Years of Industry Experience.
He joined the firm in 2004 and was named Partner in 2011.
Prior to his current role, he served as Associate Portfolio Manager for the firm’s investment-grade fixed-income strategies.
He has worked in the financial services industry since 2001.
Mr. Rocco was previously employed as a Consultant by FactSet Data Systems, Inc.
He earned a BA in economics from Cornell University and a holder of the Chartered Financial Analyst designation.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
Lord Abbett Credit Opportunities Fund
 Lord Abbett Credit Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Lord Abbett Credit Opportunities Fund is a closed-end management investment company that continuously offers its common shares and is operated as an interval fund. The company was founded on September 18, 2018 and is Headquartered in Jersey City, NJ. inf% | 2023-11-16 | 116,585 ( inf% ) | 1 M $ | 2024-04-29 |
Steven Rocco active positions
| Companies | Position | Start |
|---|---|---|
Lord, Abbett & Co. LLC
 Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett & Co. LLC (Lord Abbett) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. Founded in 1929, Lord Abbett provides advisory services to a variety of institutional clients, the Lord Abbett Funds and other registered investment companies sponsored by third parties, the Lord Abbett UCITS Funds, the Lord Abbett Luxembourg Fund, other foreign funds, privately offered commingled funds and various separately managed accounts. | Analyst-Fixed Income | 2003-12-31 |
Former positions of Steven Rocco
| Companies | Position | End |
|---|---|---|
FactSet Data Systems, Inc.
 FactSet Data Systems, Inc. Investment Banks/BrokersFinance Part of FactSet Research Systems, Inc., FactSet Data Systems, Inc. operates as a securities broker. The company is based in Norwalk, CT. | Corporate Officer/Principal | 2003-12-30 |
Training of Steven Rocco
| Cornell University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Lord, Abbett & Co. LLC
Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett & Co. LLC (Lord Abbett) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. Founded in 1929, Lord Abbett provides advisory services to a variety of institutional clients, the Lord Abbett Funds and other registered investment companies sponsored by third parties, the Lord Abbett UCITS Funds, the Lord Abbett Luxembourg Fund, other foreign funds, privately offered commingled funds and various separately managed accounts. | Finance |
FactSet Data Systems, Inc.
FactSet Data Systems, Inc. Investment Banks/BrokersFinance Part of FactSet Research Systems, Inc., FactSet Data Systems, Inc. operates as a securities broker. The company is based in Norwalk, CT. | Finance |
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