Chauncey Forbush Lufkin
Chief Executive Officer at Lufkin Advisors LLC
Profile
Mr. Chauncey F.
Lufkin, III, is Founder, President & Chief Executive Officer at Lufkin Advisors LLC.
He has over 26 years of investment management experience.
Prior to founding Lufkin Advisors in February 2004, Mr. Lufkin spent seven years with Franklin Templeton Investments' floating rate debt group, where he was responsible for the growth and development of three retail funds and four institutional products.
In addition to the Floating Rate Debt Group, from 1992 to 1997 he managed Franklin's Principal Maturity Trust, a leveraged debt strategies fund.
His previous associations include Manufacturers Hanover Trust Company (now JPMorgan Chase) where he specialized in structuring and negotiating leveraged transactions, and Security Pacific National Bank (now Bank of America), where he structured and syndicated loans.
Mr. Lufkin earned his Bachelor of Arts in History from St. Lawrence University.
Chauncey Forbush Lufkin active positions
| Companies | Position | Start |
|---|---|---|
Lufkin Advisors LLC
 Lufkin Advisors LLC Investment ManagersFinance Lufkin Advisors LLC (Lufkin) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in San Mateo, California. The firm was founded by Chauncey F. Lufkin in 2004. Lufkin manages capital for global investors which includes pension funds, insurance companies, institutional money managers, and sophisticated high-net-worth individuals. | Chief Executive Officer | - |
Former positions of Chauncey Forbush Lufkin
| Companies | Position | End |
|---|---|---|
Franklin Advisers, Inc.
 Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Corporate Officer/Principal | - |
Training of Chauncey Forbush Lufkin
| St. Lawrence University | Undergraduate Degree |
Experiences
Positions held
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1st degree connections
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Linked companies
| Private companies | 2 |
|---|---|
Lufkin Advisors LLC
Lufkin Advisors LLC Investment ManagersFinance Lufkin Advisors LLC (Lufkin) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in San Mateo, California. The firm was founded by Chauncey F. Lufkin in 2004. Lufkin manages capital for global investors which includes pension funds, insurance companies, institutional money managers, and sophisticated high-net-worth individuals. | Finance |
Franklin Advisers, Inc.
Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Finance |
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