Experienced & Disciplined
Peter Lucey is the Founder, President, and Chief Investment Officer at Bull & Bear. Mr. Lucey developed the firm's original trading programs and is responsible for the overall management of the organization, including the investment of its proprietary trading capital.
Starting in the mid-2000’s Peter owned and operated a registered commodities-based hedge fund focusing on a variety of Markets. Successfully navigating the 2008 Stock Market Crash, risk-adjusted returns have always been Peter's passion. After building his funds into multimillion-dollar entities, he transferred his asset base to Morgan Stanley. While at Morgan Stanley, he worked with both public and private companies, as well as high net worth individuals.
For the past two years, he has been doing his due diligence building a team and a group of charity partners, to ensure that he can give back in a bigger way. In addition to having a larger impact on philanthropy, Peter believes that Bull & Bear provides his clients the missing piece of a balanced portfolio, and allows for the opportunity for reduced overall exposure to significant and volatile market movements to be the most predictable piece of investor’s portfolios.
He has since founded Bull & Bear and sits on the boards of several different charity foundations. Mr. Lucey received his B.S. in Economics from Northwestern University.
Paul Turco is the Director of Bull & Bear Wealth Management and conceptual mastermind of the Professional Sports Division. Paul offers a comprehensive approach by creating a customized, goal-oriented wealth management plan that helps clients achieve their financial goals now and in the future. He is passionate about educating his clients on the investment world, so they can establish realistic and achievable financial goals. Paul prides himself on creating long-term relationships earned through integrity and trust.
As Managing Director of the Professional Sports Division of Bull & Bear Wealth Management, Paul’s own experience in professional sports gives him a unique advantage and deep understanding of the lifestyle of a professional athlete. His dedication to his clients can be seen through his interactions and the time and care he takes to understand their unique lifestyle, financial goals and careers.
Prior to his role at Bull & Bear, Paul was a Senior Advisor for the San Francisco Giants Major League baseball team, where he provided strategic counseling, player analysis and foreign and domestic special assignments. He was integral in drafting players such as Madison Bumgarner, Buster Posey and Zach Wheeler. During Paul’s 22 years with the Giants, he was fortunate to be a part of 3 World Series titles and will bring that same work ethic and competitive spirit that drove him to success in his previous career.
Paul was a varsity baseball athlete at University of Notre Dame and Auburn University. He received a Bachelor of Science in Finance from Auburn University and was drafted by the San Francisco Giants upon graduation. Paul takes pleasure in spending time with his family – his wife, Alexandria, and daughter, Ava, and enjoys traveling and golfing in his free time.
Jim Lucey, CFA, JD is the Compliance officer at Bull & Bear. Prior to Bull & Bear he was at Alpha Advisors, Inc., which is a registered investment adviser with the Securities & Exchange Commission (SEC) under the Investment Advisers Act of 1940. Alpha specializes in managing fixed income securities for insurance companies and has managed as much as $1.3 billion.
Alpha’s performance has been excellent, even avoiding any bankruptcies stemming from the 2008 financial crisis. Portfolios have mainly focused on corporate bonds, municipals, and mortgage-backs (GNMA, FNMA or FHLMC). In the early 1980s, Jim was an important member of the committee that drafted the investment regulations for Illinois Insurance Agents and Brokers Premium Fund Trust Accounts, which is now considered the Model Act for the rest of the United States.
Also in the 1980s, he was extensively quoted in Business Insurance and National Underwriter on the subject of asset/liability management for insurers. During that
time, he was involved in the early discussions of what eventually became the Valuation Actuary. In 1984, he published a Ready Reference of the new Investment Section of the Illinois Insurance Code, which was widely used by the industry and even used by Peat Marwick & Co. as a training tool for auditors.