Rudy DeLuca is a seasoned finance professional with over a decade of experience in investment analysis, asset management, and financial advisory services. Currently serving as a Due Diligence Advisor at Axcelus Financial in Philadelphia, PA, Rudy has been instrumental in designing and executing strategies to develop a world-class investment platform for the firm’s global clients. His role includes presenting to the firm’s investment committee, comprising senior leaders responsible for approving investment managers for insurance separate accounts. Rudy also led the creation of a cloud-based user portal that securely manages investment performance and operational diligence materials for internal and external stakeholders.
Before his tenure at Axcelus, Rudy was the Director and Senior Investment Analyst at Lincoln Financial Group, where he played a pivotal role in managing $150 billion in U.S. mutual fund assets. He was a trusted advisor to the CIO, contributing to the development and implementation of the organization’s strategic plan. Rudy’s expertise in due diligence, particularly in sourcing and selecting third-party investment managers, further underscores his leadership in the financial sector.
Rudy’s career began at Delaware Valley Financial Group as an Asset Management Associate, where he established new advisory accounts and provided maintenance for existing ones. His responsibilities included constructing client portfolio reviews, conducting asset class analysis, and developing portfolio rebalancing recommendations.
Rudy holds a Bachelor of Business Administration in Finance from Temple University, where he was actively involved with the Financial Management Association. He is proficient in financial tools such as FactSet, Bloomberg, and Capital IQ, and has significant experience in Microsoft Office, particularly in Excel financial modeling. His skills are further endorsed by colleagues, particularly in the areas of valuation, equity investments, and financial analysis.
With a strong foundation in finance and investment management, Rudy DeLuca continues to be a key contributor to the financial services industry, driving value for clients and organizations alike.
Character: Rudy DeLuca is a dedicated and results-driven finance professional with a strong commitment to excellence in investment management.
Knowledge: He possesses deep expertise in investment analysis, asset management, and financial advisory, supported by a solid educational background and extensive experience.
Strategic: Rudy has a proven ability to design and implement strategic initiatives that enhance investment platforms and drive organizational growth.
Communication: He excels in delivering clear and impactful communications to senior leadership and stakeholders, effectively conveying complex financial information.
