Profil
Lory Luo is currently an Equity Research Analyst at Franklin Templeton Institutional LLC since 2023.
Formerly, Ms. Luo worked as an Associate at Scotia Capital (USA), Inc. from 2022 to 2023, an Equity Research Associate at Susquehanna Financial Group LLLP from 2018 to 2021, and in Strategic Finance at Poshmark, Inc. from 2017 to 2018.
Education includes undergraduate studies at the University of Michigan and Shanghai Jiao Tong University, and an MBA from The University of Chicago Booth School of Business, conferred in 2016.
Aktive Positionen von Lory Luo
| Unternehmen | Position | Beginn |
|---|---|---|
Franklin Templeton Institutional LLC
Franklin Templeton Institutional LLC Investment ManagersFinance FTI utilizes various investment strategies including, but not limited to, equity, fixed income, real estate, and infrastructure. The accounts advised by the firm accommodate a variety of investment goals and risk tolerances – from capital appreciation (with more growth-oriented strategies) to capital preservation (with fixed-income strategies). In seeking to achieve an account’s specific investment objectives, each portfolio emphasizes different strategies and invests in different types of securities. FTI do not typically seek to recommend a particular type of security to a client. | Analyst-Equity | 01.07.2023 |
Ehemalige bekannte Positionen von Lory Luo
| Unternehmen | Position | Ende |
|---|---|---|
Scotia Capital (USA), Inc.
Scotia Capital (USA), Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01.07.2023 |
Susquehanna Financial Group LLLP
Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01.06.2021 |
| POSHMARK, INC. | Corporate Officer/Principal | 01.08.2018 |
Ausbildung von Lory Luo
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 7 |
|---|---|
Susquehanna Financial Group LLLP
Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Provides brokerage services | Finance |
Scotia Capital (USA), Inc.
Scotia Capital (USA), Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Franklin Templeton Institutional LLC
Franklin Templeton Institutional LLC Investment ManagersFinance FTI utilizes various investment strategies including, but not limited to, equity, fixed income, real estate, and infrastructure. The accounts advised by the firm accommodate a variety of investment goals and risk tolerances – from capital appreciation (with more growth-oriented strategies) to capital preservation (with fixed-income strategies). In seeking to achieve an account’s specific investment objectives, each portfolio emphasizes different strategies and invests in different types of securities. FTI do not typically seek to recommend a particular type of security to a client. | Finance |
University of Michigan
University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Shanghai Jiao Tong University
Shanghai Jiao Tong University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Poshmark, Inc.
Poshmark, Inc. Apparel/Footwear RetailRetail Trade Operates as a fashion resale marketplace platform | Retail Trade |
The University of Chicago Booth School of Business
The University of Chicago Booth School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















