Profil
Ms. Jennifer Lupica is a Managing Director at Edgewood Management LLC.
She has 5 Years of experience with Edgewood.
Ms. Lupica joined Edgewood in July 2018 and left in 2020 to pursue her MBA at Columbia University before returning in June 2022.
Her responsibilities include comprehensive research and analysis of both portfolio companies and future investment opportunities.
Through industry presentations, companies' conferences, research presentations and other company-centric events, she assists the Investment Committee in its analysis and improvement of Edgewood’s portfolio.
She received her undergraduate degree in Boston College and an MBA at Columbia University.
Postes actifs de Jennifer Kent Noesen
| Sociétés | Poste | Début |
|---|---|---|
Edgewood Management LLC
Edgewood Management LLC Investment ManagersFinance Edgewood mainly manages large-cap growth equity portfolios of about twenty-two publicly traded companies. The firm identifies investments through research-driven fundamental analysis and employs a bottom-up approach in their investment analysis. They aim to diversify across growth rates and market caps to achieve the desired return and risk profile. Edgewood requires a majority vote by the Investment Committee to sell a stock. If a company misses earnings two quarters in a row, there is a 15% drop in the stock relative to its peers or if there is a change in industry or company fundamentals, the Investment Committee will discuss selling the stock, decreasing the weighting in the portfolio or adding to the weighting in the portfolio. | Analyst-Equity | 01/06/2022 |
Anciens postes connus de Jennifer Kent Noesen
| Sociétés | Poste | Fin |
|---|---|---|
Edgewood Management LLC
Edgewood Management LLC Investment ManagersFinance Edgewood mainly manages large-cap growth equity portfolios of about twenty-two publicly traded companies. The firm identifies investments through research-driven fundamental analysis and employs a bottom-up approach in their investment analysis. They aim to diversify across growth rates and market caps to achieve the desired return and risk profile. Edgewood requires a majority vote by the Investment Committee to sell a stock. If a company misses earnings two quarters in a row, there is a 15% drop in the stock relative to its peers or if there is a change in industry or company fundamentals, the Investment Committee will discuss selling the stock, decreasing the weighting in the portfolio or adding to the weighting in the portfolio. | Analyst-Equity | 01/01/2021 |
Advise Technologies LLC
Advise Technologies LLC Packaged SoftwareTechnology Services Develops regulatory reporting software solutions for the investment management community | Corporate Officer/Principal | 30/06/2015 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Formation de Jennifer Kent Noesen
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Edgewood Management LLC
Edgewood Management LLC Investment ManagersFinance Edgewood mainly manages large-cap growth equity portfolios of about twenty-two publicly traded companies. The firm identifies investments through research-driven fundamental analysis and employs a bottom-up approach in their investment analysis. They aim to diversify across growth rates and market caps to achieve the desired return and risk profile. Edgewood requires a majority vote by the Investment Committee to sell a stock. If a company misses earnings two quarters in a row, there is a 15% drop in the stock relative to its peers or if there is a change in industry or company fundamentals, the Investment Committee will discuss selling the stock, decreasing the weighting in the portfolio or adding to the weighting in the portfolio. | Finance |
Boston College
Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Advise Technologies LLC
Advise Technologies LLC Packaged SoftwareTechnology Services Develops regulatory reporting software solutions for the investment management community | Technology Services |
Columbia Business School
Columbia Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















