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 @ Chapman Farrell Group
2017 - 2022 (Retired Dec 2022) Principal and Manager, Vanguard Institutional Advisory Services @ Vanguard
2014 - 2017 Principal and Head of Investment Management Group Global Process Excellence @ Vanguard

2002 - 2014 Principal and Senior Municipal Bond Credit Analyst @ Vanguard
2000 - 2001 Portfolio Manager @ Rochdale Investment Management
1997 - 2000 Officer and Municipal Bond Credit Analyst @ Hartford Investment Management Co. (HIMCO)
1996 - 1997 Rating Agency Analyst @ Moody's Investors Service
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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

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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 and 1 mobile phone numbers on RocketReach.

Jean Lu Emails

Found 1 emails

@chapmanfarrell.com

Jean Lu Phone Numbers

Found 2 phone numbers

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Jean Lu

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Paoli, PA, US
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- chapmanfarrell.com
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Jean Lu

Engineering Manager - Imaging and Sensing Incubation at Apple

California, United States
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- apple.com
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- +1 979-422-XXXX
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Jean Lu

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Mortgage Loan Originator at U.S. Bank

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Jean Lu

CEO China and Executive Vice Chair of the China Board at Standard Chartered

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Jean Lu

Advisory Managing Director, Investment Management Practice at Chapman Farrell Group

Paoli, PA, US
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