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Cong Lu, CFA

Cong Lu, CFA

Summer Analyst

Followers of Cong Lu, CFA2000 followers
location of Cong Lu, CFAMalvern, Pennsylvania, United States

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  • Timeline

  • 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