Profile
Mr. Eric J.
Lutton, CFA, is a Chief Investment Officer at Sound Income Strategies LLC.
He helps lead the investment strategy at Sound Income Strategies.
Mr. Lutton began his career trading equity options on the floor of the Chicago Board Options Exchange in 1997 where he learned the power and protective attributes of derivative instruments.
Shortly after leaving the Chicago trading pits for a trading floor at Conseco Capital, he worked with fixed-income veterans managing over $35 billion on behalf of institutional investors.
After plenty of cold winters in the Midwest, he accepted an offer and moved to South Florida.
Here, he worked for a boutique RIA firm, Levitt Capital Management, as an Equity and Fixed-Income Analyst.
He was later offered the role of Portfolio Manager/Analyst for Gibraltar Private Bank & Trust.
He had the opportunity to work on the “sell side” at JVB Financial covering institutional and RIA clients for fixed-income securities.
He obtained a Chartered Financial Analyst designation from the CFA Institute.
Eric J. Lutton active positions
Companies | Position | Start |
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Sound Income Strategies LLC
Sound Income Strategies LLC Investment ManagersFinance Sound Income Strategies LLC (SIS) is a SEC-registered investment adviser headquartered in Fort Lauderdale, Florida. The firm was founded by David Scranton in 2014 and is wholly owned by Sound Income Group LLC. SIS provides investment advice to individuals, other investment advisors, pension and profit-sharing plans, trusts, estates, or charitable organizations, corporations or business entities. The firm also sub-advises a series of exchange-traded funds. | Chief Investment Officer | 31/08/2015 |
Former positions of Eric J. Lutton
Companies | Position | End |
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Levitt Capital Management LLC
Levitt Capital Management LLC Investment ManagersFinance Founded in 1985, Levitt Capital Management LLC is a registered investment advisor located in Boca Raton, Florida. | Analyst-Equity | - |
Experiences
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1st degree connections
1st degree companies
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Linked companies
Private companies | 2 |
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Levitt Capital Management LLC
Levitt Capital Management LLC Investment ManagersFinance Founded in 1985, Levitt Capital Management LLC is a registered investment advisor located in Boca Raton, Florida. | Finance |
Sound Income Strategies LLC
Sound Income Strategies LLC Investment ManagersFinance Sound Income Strategies LLC (SIS) is a SEC-registered investment adviser headquartered in Fort Lauderdale, Florida. The firm was founded by David Scranton in 2014 and is wholly owned by Sound Income Group LLC. SIS provides investment advice to individuals, other investment advisors, pension and profit-sharing plans, trusts, estates, or charitable organizations, corporations or business entities. The firm also sub-advises a series of exchange-traded funds. | Finance |
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