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2016-02-07T00:00:00.000Z

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Mr. Mauricio F. Cevallos

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Email: m***@***.com

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Lattice Strategies LLC

101 Montgomery Street, 27th Floor

San Francisco, California 94104

United States

Company Description

Lattice Strategies is a San Francisco-based investment management firm that employs risk-first thinking as the cornerstone of its investment approach. Lattice believes that the disciplined and intentional allocation of risks is the most influential contri ... more

Find other employees at this company (19)

Background Information

Employment History

CeoƂ

Lattice Capital Management

Affiliations

Investment Committee Member, Chairman of Solutions Sub-Committee
Multi-asset

Executive Vice President, Member of the Board of Directors and Portfolio Manager
Loomis Sayles & Co.

Board Member
Educational Foundation

Education

BS

Rensselaer Polytechnic Institute

MS

Rensselaer Polytechnic Institute

Web References (10 Total References)


Mauricio F. Cevallos, ...

www.latticestrategies.com [cached]

Mauricio F. Cevallos, CFA

Investment Committee Member, Chairman of Multi-Asset Solutions Sub-Committee


Mauricio F. Cevallos, ...

www.latticestrategies.com [cached]

Mauricio F. Cevallos, CFA

Investment Committee Member, Chairman of Multi-Asset Solutions Sub-Committee
Mr. Cevallos has responsibility for leading the design, development execution and maintenance of Lattice's multi-asset investment solutions, including Lattice Liquid Endowment Series, Lattice Alternatives Series and Lattice Diversified Income Series. In prior roles, Mr. Cevallos served as Executive Vice President, member of the Board of Directors, and portfolio manager at Loomis Sayles, and in prior roles, as Vice President and portfolio manager at Morgan Stanley Asset Management and Vice President and Co-Director of the Private Client Group, Bank of New York. He holds a BS and MS from Rensselaer Polytechnic Institute and is a CFA Charterholder. Mr. Cevallos has been in the investment management business since 1973.


Lattice Strategies | Our Team

www.latticestrategies.com [cached]

Mauricio F. Cevallos, CFA Senior Partner, Investment & Risk Management


Lattice Strategies - Lattice Team

www.latticestrategies.com [cached]

Mauricio F. Cevallos, CFA

Senior Partner and Co-Head of Investment & Risk Management
...
Moe Cevallos was formerly Executive Vice President of Loomis, Sayles & Company, L.P., where he headed the Investment Counsel Group, which managed $3 billion on behalf of private clients nationally.
Based in San Francisco, Mr. Cevallos was also Director of Business Development for Loomis, Sayles, which manages over $100 billion in client assets. Previously, he was Managing Partner and Lead Equity Portfolio Manager of Loomis' Value Plus Group based in New York.
Prior to joining Loomis, Sayles in 1984, Mr. Cevallos was Vice President and Portfolio Manager at Morgan Stanley Asset Management. Mr. Cevallos has more than 30 years of investment experience, which began at the Bank of New York's Private Client Investment Counsel Department, where he served as Portfolio Manager and Vice President.
Mr. Cevallos holds both BS and MS degrees from Rensselaer Polytechnic Institute.
Mr. Cevallos serves on Lattice's Management Committee. Moe Cevallos was formerly Executive Vice President of Loomis, Sayles & Company, L.P., where he headed the Investment Counsel Group, which managed $3 billion on behalf of private clients nationally.
Based in San Francisco, Mr. Cevallos was also Director of Business Development for Loomis, Sayles, which manages over $100 billion in client assets. Previously, he was Managing Partner and Lead Equity Portfolio Manager of Loomis' Value Plus Group based in New York.
Prior to joining Loomis, Sayles in 1984, Mr. Cevallos was Vice President and Portfolio Manager at Morgan Stanley Asset Management. Mr. Cevallos has more than 30 years of investment experience, which began at the Bank of New York's Private Client Investment Counsel Department, where he served as Portfolio Manager and Vice President.
Mr. Cevallos holds both BS and MS degrees from Rensselaer Polytechnic Institute.
Mr. Cevallos serves on Lattice's Management Committee.


Mauricio F. Cevallos, ...

www.latticeetfs.com [cached]

Mauricio F. Cevallos, CFA

Investment Committee Member, Chairman of Multi-Asset Solutions Sub-Committee
Mr. Cevallos has responsibility for leading the design, development execution and maintenance of Lattice's multi-asset investment solutions, including Lattice Liquid Endowment Series, Lattice Alternatives Series and Lattice Diversified Income Series. In prior roles, Mr. Cevallos served as Executive Vice President, member of the Board of Directors, and portfolio manager at Loomis Sayles, and in prior roles, as Vice President and portfolio manager at Morgan Stanley Asset Management and Vice President and Co-Director of the Private Client Group, Bank of New York. He holds a BS and MS from Rensselaer Polytechnic Institute and is a CFA Charterholder. Mr. Cevallos has been in the investment management business since 1973.

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