Warren Cfa Email & Phone Number | Warren Luo is an Equity Manager Research Analyst of BNY Mellon Wealth Management’s Investor Solutions group. Warren has over 5 years of industry experience in client, investment research and due-diligence roles. In his role, Warren leads manager selection for primarily Emerging Markets and U.S. Large Cap Equities. Prior to joining BNY Mellon in 2021, Warren was an Equity Analyst on the Manager Research team at Citi Investment Management. In this role, he was responsible for the sourcing, screening, investment due diligence and monitoring of various sub-asset classes, including U.S. Large Cap Growth, International and Global investment strategies. His prior experience includes positions as Research Associate at Acadian Asset Management and Investment Operations Analyst at Brown Brothers Harriman. Warren is a CFA Charterholder and member of the CFA Institute. He holds a B.S. in Business Administration and Management from Boston University and M.S. in Finance from Villanova University.

Warren Cfa

Warren Luo is an Equity Manager Research Analyst of BNY Mellon Wealth Management’s Investor Solution...
New York City Metropolitan Area, New York City Metropolitan Area, United States

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Warren Cfa’s Email warren.luo@citigroup.com

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Warren Cfa’s Location New York City Metropolitan Area, New York City Metropolitan Area, United States

Warren Cfa’s Current Industry Bny Mellon

Warren Cfa’s Prior Industry Citi | Bluestone Capital Management | Acadian Asset Management | Brown Brothers Harriman | Boston Financial Investment Management

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Work Experience

Bny Mellon

Vice President, Equity Manager Research Analyst

2021-10-01 00:00:00 - Present

Citi

Equity Manager Research Analyst

2017-07-01 00:00:00 - 2021-10-01 00:00:00

Bluestone Capital Management

Investment Analyst Intern

2016-09-01 00:00:00 - 2016-12-01 00:00:00

Acadian Asset Management

Research Associate

2015-03-01 00:00:00 - 2015-05-01 00:00:00

Brown Brothers Harriman

Investment Operations Analyst

2014-04-01 00:00:00 - 2014-12-01 00:00:00

Boston Financial Investment Management

Financial Data Analyst

2014-02-01 00:00:00 - 2014-03-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Warren Cfa

Warren Cfa is located at
New York City Metropolitan Area, New York City Metropolitan Area, United States

Warren Cfa is a Warren Luo is an Equity Manager Research Analyst of BNY Mellon Wealth Management’s Investor Solutions group. Warren has over 5 years of industry experience in client, investment research and due-diligence roles. In his role, Warren leads manager selection for primarily Emerging Markets and U.S. Large Cap Equities. Prior to joining BNY Mellon in 2021, Warren was an Equity Analyst on the Manager Research team at Citi Investment Management. In this role, he was responsible for the sourcing, screening, investment due diligence and monitoring of various sub-asset classes, including U.S. Large Cap Growth, International and Global investment strategies. His prior experience includes positions as Research Associate at Acadian Asset Management and Investment Operations Analyst at Brown Brothers Harriman. Warren is a CFA Charterholder and member of the CFA Institute. He holds a B.S. in Business Administration and Management from Boston University and M.S. in Finance from Villanova University.

Warren Cfa currently works in the Bny Mellon |

No Languages Available

Warren Cfa has prior
experience in the following industries:
Citi | Bluestone Capital Management | Acadian Asset Management | Brown Brothers Harriman | Boston Financial Investment Management

Warren Cfa has the following professional experience:
Bny Mellon | Citi | Bluestone Capital Management | Acadian Asset Management | Brown Brothers Harriman | Boston Financial Investment Management