Jeff Lucado

Director of Research - Equity at

Terry McDaniel & Co.

Finance

Commercial Services

Consumer Services

Profile

Mr. Jeffrey S.
Lucado, CFA MBA, is a Research Director & Portfolio Manager at Terry McDaniel & Co. He joined the firm in 1992.
Before joining Terry McDaniel & Company, Mr. Lucado was with Arthur Andersen Consulting, InterFirst Investment Management, NCNB Texas Asset Management and Team Bank.
He received his B.B.A. in 1981 from the University of Texas and his M.B.A. in 1983 from the University of Texas’ McCombs School of Business.
He is a member of the CFA Institute, and is a past-President of the CFA Society of Austin.
He serves on the Board of Directors of Western Hills Little League.

Jeff Lucado active positions

Companies	Position	Start
Terry McDaniel & Co. Terry McDaniel & Co. Investment ManagersFinance TMC employs two investment strategies, Equity and Fixed Income, which tailor based on each client’s objectives, return requirements and tolerance for risk. In most cases, this results in a balance between the two strategies for each client. The firm’s equity strategy seeks to achieve long-term income and capital appreciation while attempting to manage portfolio risk. Analysis of stock investments is a bottom-up approach relying heavily on the fundamental analysis of individual companies. The strategy typically holds equity securities of approximately 25 companies. Their fixed income strategy seeks to provide stable income while attempting to manage interest rate and credit risk. Bond investments analysis emphasizes high credit quality and liquidity. Investments are typically in fixed income securities with short-to-intermediate maturities from one to ten years. The firm maintains a staff of investment securities analysts who conduct research into the stocks and bonds used in portfolios.	Director of Research - Equity	01/01/1992

All active positions of Jeff Lucado

Former positions of Jeff Lucado

Companies	Position	End
Team Bank, NA (Fort Worth, Texas) Team Bank, NA (Fort Worth, Texas) Major BanksFinance Nationally chartered commercial bank	Corporate Officer/Principal	-
Arthur Andersen LLP Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services	Corporate Officer/Principal	-

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Private companies	4
Terry McDaniel & Co. Terry McDaniel & Co. Investment ManagersFinance TMC employs two investment strategies, Equity and Fixed Income, which tailor based on each client’s objectives, return requirements and tolerance for risk. In most cases, this results in a balance between the two strategies for each client. The firm’s equity strategy seeks to achieve long-term income and capital appreciation while attempting to manage portfolio risk. Analysis of stock investments is a bottom-up approach relying heavily on the fundamental analysis of individual companies. The strategy typically holds equity securities of approximately 25 companies. Their fixed income strategy seeks to provide stable income while attempting to manage interest rate and credit risk. Bond investments analysis emphasizes high credit quality and liquidity. Investments are typically in fixed income securities with short-to-intermediate maturities from one to ten years. The firm maintains a staff of investment securities analysts who conduct research into the stocks and bonds used in portfolios.	Finance
Arthur Andersen LLP Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services	Commercial Services
The University of Texas at Austin The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Team Bank, NA (Fort Worth, Texas) Team Bank, NA (Fort Worth, Texas) Major BanksFinance Nationally chartered commercial bank	Finance