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Lisa Wang Location
New York, NY, US
Lisa Wang Work
2026 -now Head of EMEA Investment Strategy @
2023 -2025 Head of Goals Based Solutions @
2022 -2023 SVP and Head of Investment Solutions, Americas @
2020 -2022 Head of Multi-asset Portfolio Management @
2014 -2020 Portfolio Manager @
2011 -2014 Vice President - ETF Trading @
now Global Markets Summer Associate @
2006 -2008 Research Analyst @ Gleacher Fund Advisors
2004 -2006 Senior @
Lisa Wang Education
The University of Chicago Booth School of Business
MBA (Finance, Entrepreneurship, Strategic Management)
2009-2011
Binghamton University
BA (Music)
2000-2004
Binghamton University School of Management
BS (Accounting)
2000-2004
Juilliard
Pre-College Division (Piano)
1994-2000
Lisa Wang Skills
Due Diligence
Corporate Strategy Formulation
Equity
Asset Allocation
Trading
Capital Markets
Bloomberg
Equity Research
Investment Banking
ETFs
Valuation
Equities
Management
Data Analysis
Financial Analysis
Hedge Funds
Business Development
Financial Modeling
Lisa Wang Summary
Lisa Wang, based in New York, NY, US, is currently a Head of EMEA Investment Strategy at Franklin Templeton. Lisa Wang brings experience from previous roles at Franklin Templeton and QS Investors, LLC. Lisa Wang holds a 2009 - 2011 MBA in Finance, Entrepreneurship, Strategic Management @ The University of Chicago Booth School of Business. With a robust skill set that includes Due Diligence, Corporate Strategy Formulation, Equity, Asset Allocation, Trading and more. Lisa Wang has 2 emails and 4 mobile phone numbers on RocketReach.
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