Sign in

You're signed outSign in or to get full access.

EL

Eric Lutton

Chief Investment Officer at Sound Income Strategies, LLC

Boca Raton, FL , United States

About

Eric Lutton serves as Chief Investment Officer at Sound Income Strategies, where he is responsible for leading the firm's investment platform and strategy. Based in Boca Raton, FL, he oversees the management of actively managed fixed income portfolios, with a particular focus on strategies designed to generate consistent income for retirees and conservative investors.

His expertise centers on a range of income-generating asset classes, including traditional fixed coupon instruments, business development companies (BDCs), real estate investment trusts (REITs), preferred securities, and select non-core bond ETFs. Eric is instrumental in managing FXED—Sound Income's actively managed ETF that incorporates a mix of investment grade, high-yield, and alternative fixed income assets to optimize risk-adjusted returns and reliable yield.

Eric's career began on the floor of the Chicago Board Options Exchange and later included institutional fixed income trading at JVB Financial, as well as principal responsibilities at OCG LLC. He is a CFA® charterholder and is recognized for building Sound Income Strategies' platform to nearly $4 billion in assets under management, emphasizing active management and bottom-up security selection within the complex fixed income landscape.

Career History

OrganizationRoleDate RangeDetails
Sound Income StrategiesChief Investment OfficerAug 2015 to Present
OCG LLCPrincipalJul 2011 to Present
JVB FinancialFixed Income TraderJan 2009 to Jan 2011

Others at Sound Income Strategies, LLC (5)

NameRoleLocation
Eric Beyrich
Eric Beyrich
Co-Chief Investment Officer, Equity Portfolio ManagerLarchmont, NY , United States
Tom Venuto
Tom Venuto
Senior Portfolio AnalystBoca Raton, FL , United States
Michael Leeming
Michael Leeming
Portfolio AnalystBoca Raton, FL , United States
T
Tyler Anderson
Senior Portfolio AnalystJupiter, FL , United States
Zachary Sammons
Zachary Sammons
Portfolio AnalystBoca Raton, FL , United States

Similar Fund Managers

NameRoleFundLocation
Benjamin Sullivan
Benjamin Sullivan
Chief Investment Officer and Vice PresidentPalisades Hudson Asset Management, L.P.Austin, TX , United States
Eric Meermann
Eric Meermann
Vice President, Portfolio ManagerPalisades Hudson Asset Management, L.P.Stamford, CT , United States
Alex Paul
Alex Paul
PartnerArchpoint InvestorsLake Zurich, IL , United States