Financial Services >> Analyst Interviews >> March 8, 2013

A Comparison Between Active and Passive Asset Management

Montgomery, Lucas
Lucas Montgomery is a Research Analyst on the U.S. capital markets team covering brokers, asset managers, exchanges and trust banks at Sanford C. Bernstein & Co., LLC. Mr. Montgomery joined Senior Analyst Brad Hintz's number one Institutional Investor-ranked U.S. capital markets team at Sanford C. Bernstein & Co., LLC, in January 2009. Prior to joining Sanford C. Bernstein & Co., LLC, he worked for over three years as a Regional and Money Center Bank Analyst, most recently at a financials-focused private equity firm managed by a former Under Secretary of Treasury, and before that with Sanford C. Bernstein & Co., LLC's Bank Analyst John McDonald at Banc of America Securities LLC. Prior to equity research, Mr. Montgomery held positions in wealth management distribution at UBS PaineWebber, where he worked for nearly eight years and focused primarily on investment manager search and selection. Mr. Montgomery earned a Bachelor of Arts in philosophy from the University of Richmond, magna cum laude, Phi Beta Kappa, and an MBA from Columbia Business School. He is also a CFA Charterholder. Profile
TWST: Can you begin with a brief overview of your coverage areas, including some of the specific names you follow?

Mr. Montgomery: I work at Sanford Bernstein covering the

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