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This profile was last updated on 2/7/16  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. Mauricio F. Cevallos

Wrong Mauricio F. Cevallos?

Design , Development Execution

Phone: (415) ***-****  HQ Phone
Email: m***@***.com
Lattice Strategies LLC
101 Montgomery Street, 27th Floor
San Francisco , California 94104
United States

Company Description: Lattice was founded to develop fully integrated portfolios comprised of a diverse set of assets and strategies with a pre-eminent focus on managing all dimensions...   more
Background

Employment History

Board Memberships and Affiliations

Education

  • BS
    Rensselaer Polytechnic Institute
  • MS
    Rensselaer Polytechnic Institute
10 Total References
Web References
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.
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.
Mauricio F. Cevallos, ...
www.latticestrategies.com [cached]
Mauricio F. Cevallos, CFA
Investment Committee Member, Chairman of Multi-Asset Solutions Sub-Committee
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.
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