Daniel J. Lucey Jr.

CFA – Senior Managing Director, Senior Portfolio Manager

D.J. joined SLC Management in 2009 and is a Senior Portfolio Manager focusing on structured product investments and mortgage credit strategies. D.J. co-manages the short duration, core, and custom LDI portfolios as part of the U.S. Total Return Fixed Income team. D.J.’s responsibilities include performing credit research and valuation, and managing and trading the ABS, CMBS, and MBS sectors.

Prior to 2010, D.J. served as an Institutional Portfolio Strategist for the team. In that role, he was responsible for LDI/Fixed Income research, strategy and communicating investment philosophy, capital market climate and underlying positions to institutional clients. He also assisted with asset/liability strategies and credit research. D.J.’s prior experience includes actuarial analysis, pension fund asset and liability valuation, and pension industry research.

Before joining SLC Management, D.J. was a Senior Research Analyst with Cerulli Associates, a strategy research and consulting firm specializing in the financial services industry. Past research and articles he’s authored cover institutional asset allocation and asset/liability management, liability-driven investment strategies and the use of alternatives in pension funds. D.J. was also an actuarial analyst at Fidelity Investments, performing defined benefit asset and liability valuation and consulting plan sponsors on asset/liability management. 

D.J. holds a Bachelor of Arts in Economics from the College of the Holy Cross. He is a CFA Charterholder and is a member of the New York CFA society.