Mr. Caraluzzi serves as an investment specialist at Penn Mutual Asset Management. Jimmy is responsible for identifying investment opportunities and performing due diligence in support of the alternative assets portfolio. Prior to joining Penn Mutual Asset Management, Jimmy was the director of due diligence at Lombard International. In this capacity, Jimmy conducted investment and operational due diligence for the firm’s investment platform, which included products across traditional and alternative asset classes. Prior to Lombard, Jimmy was an investment analyst at Mercer Investment Consulting where he performed manager searches, performance analysis and consulting to Mercer’s institution
Jimmy Caraluzzi
Investment Specialist - Alternative Assets
Penn Mutual Asset Management
United States, Pennsylvania, Philadelphia
About Me
Profile Information
Investment Specialist - Alternative Assets
Penn Mutual Asset Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Philadelphia
Pennsylvania
United States
Aug 21, 2025
More profiles to browse
JS
John Swarr
Investment Specialist
SE
Scott Ellis
Portfolio Manager
GZ
Greg Zappin
Managing Director & Portfolio Manager
Hong Mu
Portfolio Manager
You Might Like
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BH
Bob Helmer
President Emeritus
Baldwin Wallace University