Lisa Catherine Tucci
Analyst-Fixed Income at Flaherty & Crumrine, Inc.
Profile
Ms. Lisa C.
Tucci, CFA, is a Managing Director at Flaherty & Crumrine, Inc. She joined the firm in 2005 and is a member of the firm’s credit committee, where her focus is on the utility, energy and banking industries.
Prior to joining Flaherty & Crumrine, Ms. Tucci spent five years as an Associate Director of Equity Research at UBS Investment Bank, where she covered natural gas pipelines and natural gas and electric utilities.
She was a member of the top-ranked Institutional Investor’s All-America Natural Gas Equity Research Team at UBS in 2003 and earned an honorable mention herself the same year.
Ms. Tucci earned a B.S.
from State University at Albany, New York.
Lisa Catherine Tucci active positions
Companies | Position | Start |
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Flaherty & Crumrine, Inc.
Flaherty & Crumrine, Inc. Investment ManagersFinance Flaherty & Crumrine, Inc. is an independent, SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded by Robert Flaherty and Donald Crumrine in 1983. Flaherty & Crumrine offers investment supervisory services to corporations and other business entities, charitable organizations, closed-end funds, mutual funds and similar pooled investment vehicles and individuals. | Analyst-Fixed Income | 2004-12-31 |
Former positions of Lisa Catherine Tucci
Companies | Position | End |
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UBS Investment Bank (US)
UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Corporate Officer/Principal | 2004-12-31 |
Training of Lisa Catherine Tucci
State University of New York at Albany | Undergraduate Degree |
Experiences
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Private companies | 2 |
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Flaherty & Crumrine, Inc.
Flaherty & Crumrine, Inc. Investment ManagersFinance Flaherty & Crumrine, Inc. is an independent, SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded by Robert Flaherty and Donald Crumrine in 1983. Flaherty & Crumrine offers investment supervisory services to corporations and other business entities, charitable organizations, closed-end funds, mutual funds and similar pooled investment vehicles and individuals. | Finance |
UBS Investment Bank (US)
UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Finance |
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