Experienced Investment Professional And Investment Content, Education And Training
Investment Content / Education
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Lisa Chen, Cfa Email & Phone Number
Experienced Investment Professional and Investment Content, Education and Training
at
Investment Content / Education
1 work email found
@dimensional.com
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✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Investment Content / Education
Role
Experienced Investment Professional and Investment Content, Education and Training
Location
Austin, Texas, United States
Who is Lisa Chen, Cfa? Overview
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Quick answer
Lisa Chen, Cfa is listed as Experienced Investment Professional and Investment Content, Education and Training at Investment Content / Education, based in Austin, Texas, United States. AeroLeads shows a work email signal at dimensional.com and a matched LinkedIn profile for Lisa Chen, Cfa.
Lisa Chen, Cfa previously worked as Experienced Investment Professional / Investment Content, Education & Training at Investment Content / Education and Senior Investment Strategist at Dimensional Fund Advisors. Lisa Chen, Cfa holds Bachelor Of Commerce - Bcom, Business (Finance) from The University Of British Columbia.
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*@dimensional.com
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Profile bio
About Lisa Chen, Cfa
I am a high performing investment professional with an industry track record, deep institutional expertise and relationships, and a passion for education.
Listed skills include Equities, Portfolio Management, Etfs, Investments, and 10 others.
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Lisa Chen, Cfa's current company
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Investment Content / Education
11 roles
Lisa Chen, Cfa work experience
A career timeline built from the work history available for this profile.
Experienced Investment Professional / Investment Content, Education & Training
Current
Investment Content / Education
Oct 2024 - Present
Senior Investment Strategist
Design and deliver investment training for Dimensional's client-facing and investment teams. Own and manage New Hire and Intern onboarding programs for investment team. Create sales, marketing, and web-based investment content.
Sep 2021 - Sep 2024
Senior Director, Curriculum
Sep 2019 - Sep 2021
Director, Curriculum
Partner with industry academics and practitioners globally to deliver a world class curriculum for the CFA Institute (CFA, CIPM, Investment Foundations programs). Conduct practice analysis to ensure relevance and best practice, content roadmap, planning, and development, author recruitment and management, and candidate learning enhancement.
May 2016 - Aug 2019
Director
Strategic account ownership of global Vanguard relationship. Partner with Vanguard's internal teams (Product, Marketing, Sales, PR) globally to:- transition $170 b in Vanguard assets to FTSE indices,- grow Vanguard's FTSE Russell based AUM, - deliver new product / revenue opportunities to FTSE Russell, and - deepen cross engagement.
Oct 2012 - Apr 2016
Feb 2011 - Jul 2011
Director
Barclays Global Investors/Blackrock
Manage iShares Sales Strategy team (7 individuals). This team is responsible for the creation and delivery of iShares messaging, education and strategic content in support of financial advisors.
Sep 2006 - Feb 2010
Senior Portfolio Manager
Barclays Global Investors
Manage US based, international iShares Funds product set. Funds managed for product integrity, tax efficiency, tracking performance, and 40 Act compliance. Represent the product set externally (iShares board, institutional and retail clients, Roadshows, media etc.), support new product development and launches, and manage a team of portfolio managers and index research analysts.
Nov 2003 - Aug 2006
Portfolio Manager
Barclays Global Investors
Manage World Equity Benchmark Shares (WEBS) iShares Funds for investment performance, tax efficiency and 40 Act compliance. Research and support for iShares new product development, ongoing product maintenance, and meeting client needs.
Nov 1999 - Oct 2003
Portfolio Manager
Barclays Global Investors
Manage institutional portfolios tracking international equity benchmarks, within performance guidelines, to successfully achieve stated investment objectives.
Apr 1999 - Oct 1999
1 education record
Lisa Chen, Cfa education
FAQ
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Quick answers generated from the profile data available on this page.
What company does Lisa Chen, Cfa work for?
Lisa Chen, Cfa works for Investment Content / Education.
What is Lisa Chen, Cfa's role at Investment Content / Education?
Lisa Chen, Cfa is listed as Experienced Investment Professional and Investment Content, Education and Training at Investment Content / Education.
What is Lisa Chen, Cfa's email address?
AeroLeads has found 1 work email signal at @dimensional.com for Lisa Chen, Cfa at Investment Content / Education.
Where is Lisa Chen, Cfa based?
Lisa Chen, Cfa is based in Austin, Texas, United States while working with Investment Content / Education.
What companies has Lisa Chen, Cfa worked for?
Lisa Chen, Cfa has worked for Investment Content / Education, Dimensional Fund Advisors, Cfa Institute, Ftse Russell, and Blackrock.
How can I contact Lisa Chen, Cfa?
You can use AeroLeads to view verified contact signals for Lisa Chen, Cfa at Investment Content / Education, including work email, phone, and LinkedIn data when available.
What schools did Lisa Chen, Cfa attend?
Lisa Chen, Cfa holds Bachelor Of Commerce - Bcom, Business (Finance) from The University Of British Columbia.
What skills is Lisa Chen, Cfa known for?
Lisa Chen, Cfa is listed with skills including Equities, Portfolio Management, Etfs, Investments, Asset Management, Mutual Funds, Strategy, and Alternative Investments.
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