Profile
Mr. Kirk Wallace is Senior Vice President at Lufkin Advisors LLC.
He has over ten years of experience trading both par and distressed loans as well as high yield bonds.
He is currently managing the company's back office and trading activities, as well as overseeing portfolio compliance.
Mr. Wallace was the senior bank loan trader at Franklin Templeton Investments.
Before becoming a trader, he spent two years as an operations analyst for Franklin Templeton's bank loan funds, where his responsibilities included trading and settlements activity, performance measurement and ongoing portfolio administration.
Mr. Wallace received his Bachelor of Arts in Economics from the University of Arizona.
Kirk Wallace 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. | Compliance Officer | - |
Former positions of Kirk Wallace
| 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 Kirk Wallace
| University of Arizona | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
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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