A conversation with John Lueken of CapWealth Advisors regarding his time at Goldman Sachs, his transition to CapWealth in Nashville, TN, the potential economic impact of the recent appointment of Steven Mnuchin to Treasury Secretary by Donald Trump, time-horizon arbitrage, analyzing sell decisions & portfolio changes, the wealth building power of compounding, giving oneself the freedom to make mistakes and learn from them, and advice to the next generation of investment advisors.
Biography: John joined CapWealth in April of 2014 as Chief Investment Strategist after a decade working with Goldman Sachs in their Manhattan offices.
CapWealth Advisors is an independent, SEC-registered investment advisor based in Nashville, Tennessee, providing wealth management services for individuals, families, foundations and institutions. With over $1 billion in assets under management and advisement, CapWealth is one of the nation’s leading independent wealth managers. As Chief Investment Strategist, John runs CapWealth’s Investment Committee and is Co-Portfolio Manager with firm founder, Tim Pagliara, on CapWealth’s concentrated equity models. CapWealth conducts extensive research and due diligence prior to partnering with their portfolio companies.
As vice president and equity analyst with the macro trading team of Goldman’s Securities division, John built, developed and traded unique custom solutions for client portfolios. Focused on researching and understanding global macro fundamentals and their impact on the equity and fixed-income marketplace, John identified sectors, industries and single stock investment ideas best positioned to capitalize on the changing macro environment. Additionally, he authored a daily morning perspective that was disseminated to over 700 colleagues and clients focused on flow-of-funds data, short-interest activity and single stock fundamentals.
John earned his BS from Washington University in St. Louis and his MBA from Columbia University. He holds his Series 7, 63, 55, 3, 25 and 65 licenses. He and his wife Samantha have a young daughter and son.