![Baylor A. Lancaster-Samuel](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Baylor A. Lancaster-Samuel
Chief Investment Officer bei
Amerant Investments, Inc. (Investment Management)
Profil
Ms. Baylor A. Lancaster-Samuel is a Senior Vice President & Chief Investment Officer at Amerant Investments, Inc. She has over 25 years of experience in the financial industry.
Ms. Lancaster-Samuel oversees top-of-the-house communication and asset strategy for Amerant Investments.
Her day-to-day activities include client communication of macro views, RIA/broker training, and managing a team of investment professionals.
She acts as the portfolio manager for in-house discretionary portfolios for advisory clients, including mutual fund target allocation portfolios, and discretionary fixed income strategies across multiple mandates.
Ms. Lancaster-Samuel was previously employed as a Senior Credit Analyst by CV Advisors LLC, a Research Analyst by Taplin, Canida & Habacht LLC, a Principal by Credit Suisse First Boston Corp., a Senior Analyst by CreditSights, Inc., and an Analyst by Standard & Poor's Financial Services LLC.
She received her undergraduate degree from New York University, a graduate degree from Miami University and an MBA from New York University.
Aktive Positionen von Baylor A. Lancaster-Samuel
| Unternehmen | Position | Beginn |
|---|---|---|
Amerant Investments, Inc. (Investment Management)
 Amerant Investments, Inc. (Investment Management) Investment ManagersFinance AMTI-IM has developed several investment objective-oriented model portfolio allocations. The firm provides advice on portfolio selection based on the Investor Profile. | Chief Investment Officer | 01.03.2023 |
Ehemalige bekannte Positionen von Baylor A. Lancaster-Samuel
| Unternehmen | Position | Ende |
|---|---|---|
CV Advisors LLC
 CV Advisors LLC Investment ManagersFinance CV Advisors aims to meet clients’ long-term objectives with precision, cost efficiency and disciplined risk management across market cycles. Their process begins with the formulation of a broad asset allocation, first determined through a top-down process to establish long-term target allocations by asset class and is followed by a bottom-up analysis of individual, investable instruments. | Analyst-Festverzinsliche Wertpapiere | 01.09.2019 |
Loop Capital Asset Management -TCH LLC
 Loop Capital Asset Management -TCH LLC Investment ManagersFinance LCAM employs both a top-down and bottom-up process across sectors, securities and yield curve positioning within US fixed income markets. Their research-driven, time-tested, and repeatable investment process is designed to capture inefficiencies in the market and deliver outperformance across multiple market cycles. | Analyst-Festverzinsliche Wertpapiere | 20.06.2016 |
CreditSights, Inc.
 CreditSights, Inc. Investment ManagersFinance Provides investment research | Analyst-Equity | 31.12.2012 |
Credit Suisse First Boston Corp.
 Credit Suisse First Boston Corp. Real Estate Investment TrustsFinance Real Estate Investment Trusts | Corporate Officer/Principal | - |
Standard & Poor's Financial Services LLC
 Standard & Poor's Financial Services LLC Investment ManagersFinance Provides financial market intelligence services | Corporate Officer/Principal | 30.09.2004 |
Ausbildung von Baylor A. Lancaster-Samuel
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
100
+
Beziehungen ersten Grades
8
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 8 |
|---|---|
Loop Capital Asset Management -TCH LLC
Loop Capital Asset Management -TCH LLC Investment ManagersFinance LCAM employs both a top-down and bottom-up process across sectors, securities and yield curve positioning within US fixed income markets. Their research-driven, time-tested, and repeatable investment process is designed to capture inefficiencies in the market and deliver outperformance across multiple market cycles. | Finance |
Credit Suisse First Boston Corp.
Credit Suisse First Boston Corp. Real Estate Investment TrustsFinance Real Estate Investment Trusts | Finance |
CreditSights, Inc.
CreditSights, Inc. Investment ManagersFinance Provides investment research | Finance |
Standard & Poor's Financial Services LLC
Standard & Poor's Financial Services LLC Investment ManagersFinance Provides financial market intelligence services | Finance |
Miami University
 Miami University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CV Advisors LLC
CV Advisors LLC Investment ManagersFinance CV Advisors aims to meet clients’ long-term objectives with precision, cost efficiency and disciplined risk management across market cycles. Their process begins with the formulation of a broad asset allocation, first determined through a top-down process to establish long-term target allocations by asset class and is followed by a bottom-up analysis of individual, investable instruments. | Finance |
Amerant Investments, Inc. (Investment Management)
Amerant Investments, Inc. (Investment Management) Investment ManagersFinance AMTI-IM has developed several investment objective-oriented model portfolio allocations. The firm provides advice on portfolio selection based on the Investor Profile. | Finance |
