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Lvip American Income Allocation Fund Standard Class (0P0000O48K)
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11.429
+0.019
+0.17%
03/06 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 18.39M
LVIP American Income Allocation Fund Standard Clas
11.429
+0.019
+0.17%
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0P0000O48K Overview
On this page you'll find an in-depth profile of Lvip American Income Allocation Fund Standard Class. Learn about the key management, total assets, investment strategy and contact information of 0P0000O48K among other information.
Contact Information
Address
1300 S. Clinton Street P.O. Box 1110
Fort Wayne,IN 46801
United States
Fort Wayne,IN 46801
United States
Phone
-
Web
www.lfg.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Alex Zeng | Vice President | 2022 | Now |
| Biography | Alex Zeng, PhD, CFA, CAIA, is a Portfolio Manager, Vice President, and Managing Director of LIA. Mr. Zeng joined LIA in 2014 and is a member of LIA’s Investment Committee, Asset Allocation Committee, Derivatives Committee, Risk Committee, and Operating Committee, among others. Prior to joining LIA, Mr. Zeng worked on quantitative research portfolio management and analytics for global equity markets for a registered investment adviser from 2011 to 2014. Mr. Zeng holds a B.S. and M.S. in Civil Engineeing from Tsinghua University in Beijing, China, and a PH.D. in Engineering from the University of Maryland, College Park. He is a Chartered Financial Analyst (CFA) Charterholder and a Chartered Alternative Investment Analyst (CAIA) Charterholder. | ||
| Jason Forsythe | Portfolio Manager | 2022 | Now |
| Biography | Jason C. Forsythe, CFA, CFP ®, is a Portfolio Manager, Assistant Vice President and Senior Director, Man- ager Selection and Portfolio Construction Management, within Funds Management for LFI. He is respon- sible for strategic portfolio construction, allocation implementation, attribution analysis and risk manage- ment in his assigned areas of responsibilities. Before his current role, Mr. Forsythe was a Senior Analyst within Lincoln’s Manager Selection and Portfolio Construction Management team, providing support for multi-asset strategies. Mr. Forsythe also served as a Senior Investment Specialist within Lincoln’s Client Investment Strategies desk. Mr. Forsythe holds a B.S. in Accounting from Elon University, is a Chartered Financial Analyst and a CFP® professional. | ||
| Jay Shearon | Senior Portfolio Manager/Executive Director | 2016 | Now |
| Biography | Jay T. Shearon, Assistant Vice President & Senior Director, joined Lincoln in September 2015 as the Head of Multi Asset Fund Selection and Portfolio Construction. Jay is also a named Portfolio Manager on the LVIP sub-advised and fund of funds. In this role, he is responsible for providing leadership, direction and functional expertise for continually enhancing LIAC’s portfolio construction and asset allocation processes. Jay is responsible for strategic portfolio construction, allocation implementation, attribution analysis and risk management. He is also a member of the Investment Committee, Asset Allocation Committee, Best Execution Committee, and Pricing & Valuation Committee. In addition, Mr. Shearon serves on the investment sub-committee for Lincoln’s Defined Contribution plan. Before joining Lincoln’s Funds Management team, he was a Senior Portfolio Manager and Executive Director for Morgan Stanley’s Portfolio Advisory Services team and director of the Custom Investment Outsourcing program. Mr. Shearon also was an Investment Officer for the Consulting Group Capital Markets Funds. Throughout his career at Morgan Stanley and its predecessor firms, Mr. Shearon has worked in a variety of operational and analytical roles. Prior to joining Morgan Stanley’s Portfolio Advisory Services, he assisted in the creation and management of Smith Barney’s alternative investment program, and he worked in the proxy department at a regional bank. Mr. Shearon received his Bachelor of Science in Business Administration from Shippensburg University of Pennsylvania and his MBA in Finance from the University of Delaware. | ||
| Maria Ma | Portfolio Manager | 2016 | 2020 |
| Biography | Maria Ma, CFA, Assistant Vice President & Senior Director, joined Lincoln Financial in June 2015 as Assistant Vice President, Head of Fixed Income Manager Selection and Portfolio Construction. Maria is a named Portfolio Manager on the LVIP fixed income and international equity sub-advised and fund of funds. She is also a member of the Investment Committee, Asset Allocation Committee, Derivatives Committee, Liquidity Committee, Best Execution Committee and Pricing & Valuation Committee. Ms. Ma has over 17 years of asset management and investment experience. Prior to joining Lincoln in June 2015, Ms. Ma spent nine years with SEI Investments as Senior Investment Analyst, responsible for manager selection, manager oversight, and multi-manager portfolio construction on U.S. investment grade fixed income funds. Prior to SEI Investments, Ms. Ma was Analyst at BlackRock where she performed investment reporting, performance measurement, and performance attribution for insurance client portfolios. Ms. Ma received her Master of Science Degree in Finance from Boston College. She holds a CFA designation and is a member of the CFA Society of Philadelphia. | ||
| Amritansh Tewary | - | 2016 | 2018 |
| Biography | Amritansh Tewary, CFA, is a Portfolio Manager, Assistant Vice President, and Team Lead for Equity strategies within LIA. Mr. Tewary joined LIA in 2016 and is a member of LIA’s Investment Committee and Asset Allocation Committee, among others. Prior to joining LIA, Mr. Tewary was the Head of Small Cap and Mid Cap Equity Manager Selection for UBS Wealth Management. Mr. Tewary is a Chartered Financial Analyst® (CFA) Charterholder. He holds a B.S. in biology from Duke University and an M.B.A. from the Stern School of Business at New York University. | ||
| Kevin J. Adamson | Portfolio Manager | 2010 | 2017 |
| Biography | Mr. Adamson, CPA, is a Portfolio Manager and is responsible for the day-to-day co-management of the Fund. With the Funds Management team at LNC since 2004 in sub-adviser oversight and new investment strategy development, he currently is Vice President and Chief Operations Officer of LIA. Mr. Adamson oversees performance analysis, trading oversight, and investment relationship management for the investment options offered across LNC’s products. Mr. Adamson is a Certified Public Accountant. Mr. Adamson holds a B.S. from Indiana University. | ||
| Patrick McAllister | Vice President | 2015 | 2016 |
| Biography | Mr. McAllister currently is Vice President of LIA and is responsible for leading LIA’s risk management strategy. He is a member of LIA’s Investment Committee, Asset Allocation Committee and Derivatives Committee. He is also a member of LNC’s Equity Risk Management Committee. Prior to joining Lincoln Life, Mr. McAllister was an Executive Director at Morgan Stanley in the Equity Sales and Trading and Capital Markets Divisions, doing trade structuring, modeling, and advisory work for clients in the insurance, asset management, and pension fund industries. Mr. McAllister holds a B.A. and a Ph.D. in Economics from Stanford University. | ||
| David A. Weiss | Vice President | 2010 | 2015 |
| Biography | David Weiss, CFA Portfolio Manager & Vice President; Head of Sub-Advisory Management Mr. Weiss joined the Columbia Threadneedle Investments in August 2015 as Vice President, Head of Sub-Advisory Management. Prior to joining the Columbia Threadneedle, Mr. Weiss was at Lincoln Financial Group where he was a Portfolio Manager and CIO of Lincoln Investment Advisors Corp. Mr. Weiss began his investment career in 1999 and earned a B.S. in management from Plymouth State College and an M.B.A. from Boston University Graduate School of Management. | ||
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