Ned Davis Research
Amy Chesek Lubas, CFA, is a seasoned finance professional with extensive experience in investment research and strategy. Currently serving as Vice President of Investment Solutions at Ned Davis Research since July 2004, Amy collaborates with various departments to create new investment models and enhance research offerings. Previous roles at Ned Davis Research include Director of Wealth Management & Advisory Solutions, Advisory Strategist, Technology & Industrials Strategist, and Senior Equity Analyst. Earlier in their career, Amy held roles as an Investment Research Analyst at State Street Research, Director of Institutional Research at SG Securities Corporation, and Credit Analyst at Shawmut Bank. Amy holds an MBA in Finance from Vanderbilt University and a BS in Finance from Boston College.
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Ned Davis Research
Founded in 1980, Ned Davis Research Group is an independent investment research firm with over 1,100 institutional clients in over three dozen countries. With a range of products and services utilizing a 360 degree methodology, we deliver award-winning solutions to the world's leading investment management companies. Our clients include professionals from global investment firms, banks, insurance companies, mutual funds, hedge funds, pension and endowment funds, and registered investment advisors. At Ned Davis Research, we believe that successful investing is grounded in having the right perspectives. Generating alpha requires identifying potential upside as well as possible pitfalls. To do this, you need a clear view of the whole investment picture. Actionable ideas meet balanced, strategic insights through our 360 degree research methodology. Our approach offers a more complete investment picture by combining both fundamental and technical research. Fundamentals tell us how markets should be acting while technical reveal how markets are acting. Truly insightful and timely ideas demand a balance between the two disciplines.