Lory Luo
Analyst-Equity chez Franklin Templeton Institutional LLC
Profil
Lory Luo is an Equity Research Analyst at Franklin Templeton Institutional LLC since 2023.
Prior to this, Lory worked as an Equity Research Associate at Susquehanna Financial Group LLLP from 2018 to 2021, an Associate at Scotia Capital (USA), Inc. from 2022 to 2023, and in Strategic Finance at Poshmark, Inc. from 2017 to 2018.
Lory completed an undergraduate degree at the University of Michigan and Shanghai Jiao Tong University.
Lory also holds an MBA from The University of Chicago Booth School of Business, which was conferred in 2016.
Postes actifs de Lory Luo
| Sociétés | Poste | Début |
|---|---|---|
Franklin Templeton Institutional LLC
 Franklin Templeton Institutional LLC Investment ManagersFinance Franklin Templeton Institutional LLC (FTI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2001 and is a wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN). FTI provides investment advisory and portfolio management services under investment management agreements with clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds as well as to separate accounts. | Analyst-Equity | 01/07/2023 |
Anciens postes connus de Lory Luo
| Sociétés | Poste | Fin |
|---|---|---|
Scotia Capital (USA), Inc.
 Scotia Capital (USA), Inc. Investment Banks/BrokersFinance Scotia Capital (USA), Inc. (SCUSA) is a SEC-registered broker/dealer headquartered in New York City. The firm is a subsidiary of Scotia Holdings (USA) LLC, which is owned by The Bank of Nova Scotia (NYSE: BNS; TSE: BNS) in Canada. They provide debt research coverage on US investment grade and high yield debt markets. SCUSA focuses on 6 industries which includes automotive, financial services, healthcare, media and communications, REGAL - real estate/gaming and leisure and technology. They also focus on 4 main global sectors such as power, mining, infrastructure and oil & gas/energy. | Analyst-Equity | 01/07/2023 |
Susquehanna Financial Group LLLP
 Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients. | Analyst-Equity | 01/06/2021 |
| POSHMARK, INC. | Corporate Officer/Principal | 01/08/2018 |
Formation de Lory Luo
| The University of Chicago Booth School of Business | Masters Business Admin |
| University of Michigan | Undergraduate Degree |
| Shanghai Jiao Tong University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Susquehanna Financial Group LLLP
Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients. | Finance |
Poshmark, Inc.
 Poshmark, Inc. Apparel/Footwear RetailRetail Trade Poshmark, Inc. is a social marketplace that combines the human connection of a physical shopping experience with the scale, reach, ease, and selection benefits of e-Commerce. The company was founded by Manish Chandra, Gautam Golwala, Chetan Pungaliya, and Tracy Sun in 2011 and is headquartered in Redwood City, CA. | Retail Trade |
Scotia Capital (USA), Inc.
Scotia Capital (USA), Inc. Investment Banks/BrokersFinance Scotia Capital (USA), Inc. (SCUSA) is a SEC-registered broker/dealer headquartered in New York City. The firm is a subsidiary of Scotia Holdings (USA) LLC, which is owned by The Bank of Nova Scotia (NYSE: BNS; TSE: BNS) in Canada. They provide debt research coverage on US investment grade and high yield debt markets. SCUSA focuses on 6 industries which includes automotive, financial services, healthcare, media and communications, REGAL - real estate/gaming and leisure and technology. They also focus on 4 main global sectors such as power, mining, infrastructure and oil & gas/energy. | Finance |
Franklin Templeton Institutional LLC
Franklin Templeton Institutional LLC Investment ManagersFinance Franklin Templeton Institutional LLC (FTI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2001 and is a wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN). FTI provides investment advisory and portfolio management services under investment management agreements with clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds as well as to separate accounts. | Finance |