Profile
Before joining Bristlecone, Mr. Luchs was Senior Manager of Global Wealth Strategies with the Global Private Banking arm of Royal Bank of Canada.
Mr. Luchs earned a Bachelor of Science degree in business from Pepperdine University (Malibu, CA).
Former positions of Erik Luchs
| Companies | Position | End |
|---|---|---|
Bristlecone Value Partners LLC
Bristlecone Value Partners LLC Investment ManagersFinance Bristlecone is a value manager that seeks to maximize long-term absolute returns. The firm primarily uses investment supervisory service (ISS), which consists of allocating clients' assets among various asset classes to meet their clients’ objectives and constraints; and large-cap value (LCV), which consists primarily of purchasing the shares of equity securities of mostly US companies deemed to be undervalued by Bristlecone. | Corporate Officer/Principal | 30/03/2008 |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Provides wealth and asset management, brokerage & investment banking services | Corporate Officer/Principal | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
| ROYAL BANK OF CANADA | Corporate Officer/Principal | - |
Training of Erik Luchs
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 5 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
Royal Bank of Canada
Royal Bank of Canada Major BanksFinance Operates as a national commercial bank | Finance |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Provides wealth and asset management, brokerage & investment banking services | Finance |
Bristlecone Value Partners LLC
Bristlecone Value Partners LLC Investment ManagersFinance Bristlecone is a value manager that seeks to maximize long-term absolute returns. The firm primarily uses investment supervisory service (ISS), which consists of allocating clients' assets among various asset classes to meet their clients’ objectives and constraints; and large-cap value (LCV), which consists primarily of purchasing the shares of equity securities of mostly US companies deemed to be undervalued by Bristlecone. | Finance |
Pepperdine University
Pepperdine University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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