Jean Lu Email & Phone Number
Advisory Managing Director, Investment Management Practice @ Chapman Farrell Group
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Jean Lu Location
- Paoli, PA, US
Jean Lu Work
- 2025 -now Advisory Managing Director, Investment Management Practice @
- 2017 -2022 (Retired Dec 2022) Principal and Manager, Vanguard Institutional Advisory Services @
- 2014 -2017 Principal and Head of Investment Management Group Global Process Excellence @
- 2002 -2014 Principal and Senior Municipal Bond Credit Analyst @
- 2000 -2001 Portfolio Manager @ Rochdale Investment Management
- 1997 -2000 Officer and Municipal Bond Credit Analyst @
- 1996 -1997 Rating Agency Analyst @
Jean Lu Education
- Harvard University
Master's degree (Public Policy Analysis)
1994-1996 - Stanford University
Bachelor's degree (Economics, Communication and Media Studies)
1990-1994
Jean Lu Skills
- Bloomberg
- Financial Analysis
- Equities
- Investments
- Capital Markets
- Mutual Funds
- Fixed Income
- Data Analysis
- Valuation
- Economics
- Financial Modeling
- Asset Management
- Portfolio Management
- Management
- Bonds
Jean Lu Summary
- Jean Lu, based in Paoli, PA, US, is currently a Advisory Managing Director, Investment Management Practice at Chapman Farrell Group. Jean Lu brings experience from previous roles at Vanguard and Rochdale Investment Management. Jean Lu holds a 1994 - 1996 Master's degree in Public Policy Analysis @ Harvard University. With a robust skill set that includes Bloomberg, Financial Analysis, Equities, Investments, Capital Markets and more. Jean Lu has 1 emails on RocketReach.
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Top Chapman Farrell Group Employees
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