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Baylor A. Lancaster-Samuel
Chief Investment Officer at
Amerant Investments, Inc. (Investment Management)
Profile
Ms. Baylor A. Lancaster-Samuel is a Senior Vice President & Chief Investment Officer at Amerant Investments, Inc. She has over 25 years of experience in the financial industry.
Ms. Lancaster-Samuel oversees top-of-the-house communication and asset strategy for Amerant Investments.
Her day-to-day activities include client communication of macro views, RIA/broker training, and managing a team of investment professionals.
She acts as the portfolio manager for in-house discretionary portfolios for advisory clients, including mutual fund target allocation portfolios, and discretionary fixed income strategies across multiple mandates.
Ms. Lancaster-Samuel was previously employed as a Senior Credit Analyst by CV Advisors LLC, a Research Analyst by Taplin, Canida & Habacht LLC, a Principal by Credit Suisse First Boston Corp., a Senior Analyst by CreditSights, Inc., and an Analyst by Standard & Poor's Financial Services LLC.
She received her undergraduate degree from New York University, a graduate degree from Miami University and an MBA from New York University.
Baylor A. Lancaster-Samuel active positions
| Companies | Position | Start |
|---|---|---|
Amerant Investments, Inc. (Investment Management)
 Amerant Investments, Inc. (Investment Management) Investment ManagersFinance AMTI-IM has developed several investment objective-oriented model portfolio allocations. The firm provides advice on portfolio selection based on the Investor Profile. | Chief Investment Officer | 01/03/2023 |
Former positions of Baylor A. Lancaster-Samuel
| Companies | Position | End |
|---|---|---|
CV Advisors LLC
 CV Advisors LLC Investment ManagersFinance CV Advisors aims to meet clients’ long-term objectives with precision, cost efficiency and disciplined risk management across market cycles. Their process begins with the formulation of a broad asset allocation, first determined through a top-down process to establish long-term target allocations by asset class and is followed by a bottom-up analysis of individual, investable instruments. | Analyst-Fixed Income | 01/09/2019 |
Loop Capital Asset Management -TCH LLC
 Loop Capital Asset Management -TCH LLC Investment ManagersFinance LCAM employs both a top-down and bottom-up process across sectors, securities and yield curve positioning within US fixed income markets. Their research-driven, time-tested, and repeatable investment process is designed to capture inefficiencies in the market and deliver outperformance across multiple market cycles. | Analyst-Fixed Income | 20/06/2016 |
CreditSights, Inc.
 CreditSights, Inc. Investment ManagersFinance Provides investment research | Analyst-Equity | 31/12/2012 |
Credit Suisse First Boston Corp.
 Credit Suisse First Boston Corp. Real Estate Investment TrustsFinance Real Estate Investment Trusts | Corporate Officer/Principal | - |
Standard & Poor's Financial Services LLC
 Standard & Poor's Financial Services LLC Investment ManagersFinance Provides financial market intelligence services | Corporate Officer/Principal | 30/09/2004 |
Training of Baylor A. Lancaster-Samuel
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
100
+
1st degree connections
8
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
Loop Capital Asset Management -TCH LLC
Loop Capital Asset Management -TCH LLC Investment ManagersFinance LCAM employs both a top-down and bottom-up process across sectors, securities and yield curve positioning within US fixed income markets. Their research-driven, time-tested, and repeatable investment process is designed to capture inefficiencies in the market and deliver outperformance across multiple market cycles. | Finance |
Credit Suisse First Boston Corp.
Credit Suisse First Boston Corp. Real Estate Investment TrustsFinance Real Estate Investment Trusts | Finance |
CreditSights, Inc.
CreditSights, Inc. Investment ManagersFinance Provides investment research | Finance |
Standard & Poor's Financial Services LLC
Standard & Poor's Financial Services LLC Investment ManagersFinance Provides financial market intelligence services | Finance |
Miami University
 Miami University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CV Advisors LLC
CV Advisors LLC Investment ManagersFinance CV Advisors aims to meet clients’ long-term objectives with precision, cost efficiency and disciplined risk management across market cycles. Their process begins with the formulation of a broad asset allocation, first determined through a top-down process to establish long-term target allocations by asset class and is followed by a bottom-up analysis of individual, investable instruments. | Finance |
Amerant Investments, Inc. (Investment Management)
Amerant Investments, Inc. (Investment Management) Investment ManagersFinance AMTI-IM has developed several investment objective-oriented model portfolio allocations. The firm provides advice on portfolio selection based on the Investor Profile. | Finance |
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