John C. Lui

Portfolio Manager-Fixed Income at

Raab & Moskowitz Asset Management LLC

Finance

Consumer Services

Profile

Mr. John C.
Lui is a Managing Director & Chief Investment Strategist at Raab & Moskowitz Asset Management LLC.
Prior to joining Raab & Moskowitz in April of 2009, Mr. Lui spent 25 years with the Bank of New York, where he was a Managing Director and Senior Portfolio Manager for equity and fixed income portfolios.
He was President of United Commercial Bank's Wealth Management subsidiary.
He has been managing money since 1987.
He has experience managing small capitalization stocks and additional expertise in Asian financial markets.
Mr. Lui received his MBA in Finance from Pace University in 1985.

John C. Lui active positions

Companies	Position	Start
Raab & Moskowitz Asset Management LLC Raab & Moskowitz Asset Management LLC Investment ManagersFinance CWM constructs individualized portfolios using US and international equities with bond and satellite investments tailored to the client's goals and in coordination with their other assets and obligations. The firm maintains their discipline of owning securities or high-quality companies with solid balance sheets and a long-term positive outlook. Their customized portfolio management strategies represent a core and satellite approach diversified by asset class and geographic region.	Portfolio Manager-Fixed Income	01/04/2009

All active positions of John C. Lui

Former positions of John C. Lui

Companies	Position	End
Bank of New York (New York Branch) Bank of New York (New York Branch) Investment ManagersFinance The Bank of New York provides a full range of banking services including asset management, asset servicing, wealth management, broker/dealer and advisory services, issuer services and treasury services. In managing investments, the firm employs a wide array of strategies, investing across all major sectors and asset classes through various distribution channels.	Portfolio Manager-Equities	31/03/2006
United Commercial Bank (San Francisco, California) United Commercial Bank (San Francisco, California) Regional BanksFinance Operates as a state chartered commercial bank	Corporate Officer/Principal	-

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Private companies	4
United Commercial Bank (San Francisco, California) United Commercial Bank (San Francisco, California) Regional BanksFinance Operates as a state chartered commercial bank	Finance
Pace University Pace University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Bank of New York (New York Branch) Bank of New York (New York Branch) Investment ManagersFinance The Bank of New York provides a full range of banking services including asset management, asset servicing, wealth management, broker/dealer and advisory services, issuer services and treasury services. In managing investments, the firm employs a wide array of strategies, investing across all major sectors and asset classes through various distribution channels.	Finance
Raab & Moskowitz Asset Management LLC Raab & Moskowitz Asset Management LLC Investment ManagersFinance CWM constructs individualized portfolios using US and international equities with bond and satellite investments tailored to the client's goals and in coordination with their other assets and obligations. The firm maintains their discipline of owning securities or high-quality companies with solid balance sheets and a long-term positive outlook. Their customized portfolio management strategies represent a core and satellite approach diversified by asset class and geographic region.	Finance