Bruce Lueck

Portfolio Manager

Location

New York, USA

Prior to joining Zephyr, Mr. Lueck was the President and Chief Investment Officer of Okabena Investment Services where he directed asset allocation, internal portfolio management and global manager selection. Mr. Lueck was previously President of IDS Advisory, a subsidiary of IDS/American Express. Mr. Lueck has extensive equity portfolio management experience, beginning with IDS Stock Fund, then one of the mutual fund industry’s largest equity funds, and continuing through IDS Advisory and Okabena Company. Mr. Lueck holds both a BS in Industrial Engineering and an MBA from Stanford University and is a CFA charterholder.

Funds team