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Cong Lu, CFA

Cong lu, cfa

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location of Cong Lu, CFAMalvern, Pennsylvania, United States
Phone number of Cong Lu, CFA+91 xxxx xxxxx
Followers of Cong Lu, CFA2000 followers

  • Timeline

    Jun 2010 - Jul 2010

    Summer Analyst

    UBS
    Jul 2010 - Aug 2010

    Summer Analyst

    OppenheimerFunds
    Jan 2011 - Jun 2014

    Investment Risk Manager

    BlackRock
    Jun 2014 - Mar 2020

    Senior Investment Risk Manager

    Invesco US
    Current Company
    Mar 2020 - now

    Senior Investment Risk Manager

    Vanguard

  • About me

    Senior Investment Risk Manager at Vanguard

  • Education

    • Cornell university

      2009 - 2010
      Master’s degree financial engineering

    • The tuck school of business at dartmouth

      2008 - 2008
      Bridge program

    • Sewanee-the university of the south

      2005 - 2009
      Bachelor’s degree economics

  • Experience

    • Ubs

      Jun 2010 - Jul 2010
      Summer analyst

      private wealth management

    • Oppenheimerfunds

      Jul 2010 - Aug 2010
      Summer analyst

      asset allocation

    • Blackrock

      Jan 2011 - Jun 2014
      Investment risk manager

      credit and hedge fund strategies

    • Invesco us

      Jun 2014 - Mar 2020
      Senior investment risk manager

      credit and emerging market strategies

    • Vanguard

      Mar 2020 - now
      Senior investment risk manager

      credit and emerging market strategies

  • Licenses & Certifications

    • Cfa charterholder

      Cfa institute