Lucas Pontillo
Director of Finance/CFO at CRESCENT SENIOR SECURED FLOATING RATE LOAN FUND, LLC
Net worth: 166 915 $ as of 2024-03-30
Profile
Lucas Pontillo is currently the Director at the Portfolio Management Association of Canada.
He is also the Global CFO & Executive Director at Fiera Capital Corp., the Director at the Alzheimer Society of Toronto, and the Global Chief Financial Officer & Executive VP at the Senior Secured Floating Rate Loan Fund.
In his former positions, Mr. Pontillo served as the Chief Operating Officer & Senior Managing Director at Manulife Investment Management (North America) Ltd.
from 2016 to 2018.
He was also the Global Chief Financial Officer & Vice President at The Manufacturers Life Insurance Co., the Vice President & Global Head-Finance at Manulife Financial Corp., and the Chief Financial Officer at Oil Sands Sector Fund.
Additionally, he held the role of Global Chief Financial Officer & Executive VP at Canadian Convertibles Plus Fund, Chief Financial Officer at Manulife U.S.
Regional Bank Trust, and Senior Underwriting Officer at Chubb Insurance Company of Canada from 1999 to 2005.
From 2008 to 2018, he served as the Chief Financial & Operating Officer at Manulife Investment Management Ltd.
He was also the Global Chief Financial Officer & Executive VP at Canadian Preferred Share Trust, Chief Financial Officer at Manulife Global Healthcare Trust, and Global Chief Financial Officer & Executive VP at June 2020 Corporate Bond Trust.
Mr. Pontillo obtained an MBA from Rotman School of Management.
He also holds an undergraduate degree from Concordia University and graduate degrees from The Hong Kong University of Science & Technology and The Leonard N Stern School of Business.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2024-03-12 | 27,296 ( 0.03% ) | 166 915 $ | 2024-03-30 |
Lucas Pontillo active positions
| Companies | Position | Start |
|---|---|---|
| FIERA CAPITAL CORPORATION | Director of Finance/CFO | 2018-10-21 |
| CRESCENT SENIOR SECURED FLOATING RATE LOAN FUND, LLC | Director of Finance/CFO | - |
| Alzheimer Society of Toronto | Director/Board Member | - |
Portfolio Management Association of Canada
 Portfolio Management Association of Canada Miscellaneous Commercial ServicesCommercial Services Portfolio Management Association of Canada operates as a forum for portfolio management firms to share best practices and industry knowledge. The firm''s activities include annual national conference, annual compliance forums and regular seminars, networking events with peers, surveys on operational, compliance and best practice issues, government submissions, sharing member developed/legally vetted templates, policies and standards and offering insurance coverage. The company was founded in 1952 and is headquartered in Toronto, Canada. | Director/Board Member | - |
Former positions of Lucas Pontillo
| Companies | Position | End |
|---|---|---|
Manulife Investment Management (North America) Ltd.
 Manulife Investment Management (North America) Ltd. Investment ManagersFinance Manulife Investment Management (North America) Ltd. provides asset management solutions for pension plans, foundations, endowments, financial institutions and other institutional investors. It manages equity and fixed income mutual funds for its clients. The firm invests in the public equity and fixed income markets across the globe. The company was founded in 2003 and is headquartered in Toronto, Canada. | Director of Finance/CFO | 2015-12-31 |
Manulife Investment Management Ltd.
 Manulife Investment Management Ltd. Investment ManagersFinance Manulife Investment Management Ltd. (MIML) is the global asset management arm of Manulife Investment Management Holdings (Canada) Ltd., ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC) in Canada. The firm was founded in 1949 and formerly known as MFC Global Investment Management and as Manulife Asset Management Ltd. Headquartered in Toronto, MIML and their affiliates provide comprehensive asset management solutions for pension plans, foundations, endowments, financial institutions and other institutional investors worldwide, as well as for Manulife and John Hancock's wealth management and retirement products. | Director of Finance/CFO | 2017-12-31 |
Chubb Insurance Company of Canada
 Chubb Insurance Company of Canada Specialty InsuranceFinance Chubb Insurance Co. of Canada provides personal & business insurance solutions. It offers condominium, automobile, home, personal and business insurance in the fields of energy, telecommunications, life sciences, film, video and technology. The company was founded in 1882 and is headquartered in Toronto, Canada. | Corporate Officer/Principal | 2004-12-31 |
| MANULIFE FINANCIAL CORPORATION | Corporate Officer/Principal | - |
Manulife Global Healthcare Trust
 Manulife Global Healthcare Trust Investment Trusts/Mutual FundsMiscellaneous Manulife Global Healthcare Trust is a closed-end investment fund/investment trust. Its investment objective is to provide unit holders with the opportunity for capital appreciation and monthly cash distributions. The company was founded in 2015 and is headquartered in Toronto, Canada. | Director of Finance/CFO | - |
Training of Lucas Pontillo
| Rotman School of Management | Masters Business Admin |
| Concordia University | Undergraduate Degree |
| The Hong Kong University of Science & Technology | Graduate Degree |
| The Leonard N Stern School of Business | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| MANULIFE FINANCIAL CORPORATION | Finance |
| FIERA CAPITAL CORPORATION | Finance |
| Private companies | 13 |
|---|---|
The Manufacturers Life Insurance Co.
 The Manufacturers Life Insurance Co. Life/Health InsuranceFinance The Manufacturers Life Insurance Co. operates as a life insurance company. The company is headquartered in Toronto, Canada. | Finance |
Manulife Investment Management (North America) Ltd.
Manulife Investment Management (North America) Ltd. Investment ManagersFinance Manulife Investment Management (North America) Ltd. provides asset management solutions for pension plans, foundations, endowments, financial institutions and other institutional investors. It manages equity and fixed income mutual funds for its clients. The firm invests in the public equity and fixed income markets across the globe. The company was founded in 2003 and is headquartered in Toronto, Canada. | Finance |
Oil Sands Sector Fund
 Oil Sands Sector Fund Investment Trusts/Mutual FundsMiscellaneous Oil Sands Sector Fund is a closed-end investment trust. It manages a portfolio of equity securities, which consists of securities participating in the Canadian oil sands sector. The company was founded on February 24, 2006 and is headquartered in Toronto, Canada. | Miscellaneous |
Canadian Convertibles Plus Fund
 Canadian Convertibles Plus Fund Investment Trusts/Mutual FundsMiscellaneous Canadian Convertibles Plus Fund operates as closed-end management investment company. Its investment objective is to provide unit holders with quarterly distributions, preservation of capital, and the opportunity for capital appreciation. The company was founded on March 9, 2011 and is headquartered in Toronto, Canada. | Miscellaneous |
Senior Secured Floating Rate Loan Fund
 Senior Secured Floating Rate Loan Fund Investment Trusts/Mutual FundsMiscellaneous Senior Secured Floating Rate Loan Fund operates as a closed-end investment fund. Its objective is to stable monthly cash distributions, preservation of capital and increased returns in the event that short term interest rates rise. The company is headquartered in Toronto, Canada. | Miscellaneous |
Manulife U.S. Regional Bank Trust
 Manulife U.S. Regional Bank Trust Investment Trusts/Mutual FundsMiscellaneous Manulife U.S. Regional Bank Trust operates as a closed-end investment fund, which is created to maximize total returns through capital appreciation and distributions while providing investors with steady monthly distributions. It invests in a portfolio comprised primarily of the securities of U.S. regional banks and lending companies, including commercial and industrial banks, savings and loan associations, and bank and financial holding companies. The company was founded on June 25, 2014 and is headquartered in Toronto, Canada. | Miscellaneous |
Chubb Insurance Company of Canada
Chubb Insurance Company of Canada Specialty InsuranceFinance Chubb Insurance Co. of Canada provides personal & business insurance solutions. It offers condominium, automobile, home, personal and business insurance in the fields of energy, telecommunications, life sciences, film, video and technology. The company was founded in 1882 and is headquartered in Toronto, Canada. | Finance |
Portfolio Management Association of Canada
Portfolio Management Association of Canada Miscellaneous Commercial ServicesCommercial Services Portfolio Management Association of Canada operates as a forum for portfolio management firms to share best practices and industry knowledge. The firm''s activities include annual national conference, annual compliance forums and regular seminars, networking events with peers, surveys on operational, compliance and best practice issues, government submissions, sharing member developed/legally vetted templates, policies and standards and offering insurance coverage. The company was founded in 1952 and is headquartered in Toronto, Canada. | Commercial Services |
| Alzheimer Society of Toronto | |
Manulife Investment Management Ltd.
Manulife Investment Management Ltd. Investment ManagersFinance Manulife Investment Management Ltd. (MIML) is the global asset management arm of Manulife Investment Management Holdings (Canada) Ltd., ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC) in Canada. The firm was founded in 1949 and formerly known as MFC Global Investment Management and as Manulife Asset Management Ltd. Headquartered in Toronto, MIML and their affiliates provide comprehensive asset management solutions for pension plans, foundations, endowments, financial institutions and other institutional investors worldwide, as well as for Manulife and John Hancock's wealth management and retirement products. | Finance |
Canadian Preferred Share Trust
 Canadian Preferred Share Trust Investment Trusts/Mutual FundsMiscellaneous Canadian Preferred Share Trust is a closed-end investment trust. Its investment objective is to provide holders of units with monthly cash distributions, preserve capital, and provide the opportunity for capital appreciation; and reduce the risk of rising interest rates by managing portfolio duration. The company was founded on June 22, 2015 and is headquartered in Toronto, Canada. | Miscellaneous |
Manulife Global Healthcare Trust
Manulife Global Healthcare Trust Investment Trusts/Mutual FundsMiscellaneous Manulife Global Healthcare Trust is a closed-end investment fund/investment trust. Its investment objective is to provide unit holders with the opportunity for capital appreciation and monthly cash distributions. The company was founded in 2015 and is headquartered in Toronto, Canada. | Miscellaneous |
June 2020 Corporate Bond Trust
 June 2020 Corporate Bond Trust Investment Trusts/Mutual FundsMiscellaneous June 2020 Corporate Bond Trust is an closed-end investment fund, which engages in returning to holders of units the original price, and generate over the term of the fund an average annual total return after fees and expenses for investors who purchased units. The company was founded on September 29, 2016 and is headquartered in Toronto, Canada. | Miscellaneous |
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