Avp & Senior Director, Quantitative Investment And Risk Research
CurrentOngoing research and enhancement of risk managed strategies
Aug 2021 - Present
AeroLeads people directory · profile
Lu Fan, Cfa Email & Phone Number
AVP & Senior Director, Quantitative Investment and Risk Research at Lincoln Financial Group
at
Lincoln Financial Group
1 work email found
@lfg.com
3 phones found area 215
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
AVP & Senior Director, Quantitative Investment and Risk Research at Lincoln Financial Group
Location
Philadelphia, Pennsylvania, United States
Who is Lu Fan, Cfa? Overview
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Quick answer
Lu Fan, Cfa is listed as AVP & Senior Director, Quantitative Investment and Risk Research at Lincoln Financial Group at Lincoln Financial Group, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a work email signal at lfg.com, phone signal with area code 215, and a matched LinkedIn profile for Lu Fan, Cfa.
Lu Fan, Cfa previously worked as AVP & Senior Director, Quantitative Investment and Risk Research at Lincoln Financial Group and Director, Quantitative Investment and Risk Research at Lincoln Financial Group. Lu Fan, Cfa holds Master Of Science (M.S.), Finance from Temple University - Fox School Of Business And Management.
Company email context
Email format at Lincoln Financial Group
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*@lfg.com
68% confidence
AeroLeads found 1 current-domain work email signal for Lu Fan, Cfa. Compare company email patterns before reaching out.
Profile bio
About Lu Fan, Cfa
Years of hands-on experience and passion for Investment Research, Statistical Modeling and Quantitative Analysis
Listed skills include Financial Modeling, Sas, Bloomberg, Portfolio Management, and 13 others.
Current workplace
Lu Fan, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles
Lu Fan, Cfa work experience
A career timeline built from the work history available for this profile.
Director, Quantitative Investment And Risk Research
Jul 2020 - Aug 2021
Quantitative Fund Strategist
- Led funds related activities in variable annuity hedging team, and responsible for providing funds solutions to cross functional teams in broad Lincoln Financial Group
- Developed factor attribution framework to understand fund performance drivers, with analysis presented to a variety of audiences and utilized by funds management team and hedging team
- Designed funds dashboard for efficient tracking of about 200 funds, maintained weekly updates and monthly communication of market and funds commentaries to company senior management
- Led research and development of new strategies - Evaluated and developed risk managed fund strategies through backtest and simulation analysis - Initiated GICS sector, single stock, growth/value and inflation hedging.
- Spearheaded new funds onboarding by conducting research and statistical analysis
- Led the effort to improve operational efficiency through automation of tools, reports and processes
Aug 2016 - Jul 2020
Avp, Research Associate
- Portfolio construction of global tactical strategy
- Quantitative Research
- Manager relative performance forecast
- Measure crowding in manager portfolios
Sep 2015 - Jul 2016
Research Analyst
Apr 2011 - Aug 2015
Quantitative Analyst Intern
Fis Group
Aug 2010 - Apr 2011
3 education records
Lu Fan, Cfa education
Master Of Science (M.S.), Finance
Bachelor Of Science (B.S.), Biology, General
Machine Learning
Coursera
FAQ
Frequently asked questions about Lu Fan, Cfa
Quick answers generated from the profile data available on this page.
What company does Lu Fan, Cfa work for?
Lu Fan, Cfa works for Lincoln Financial Group.
What is Lu Fan, Cfa's role at Lincoln Financial Group?
Lu Fan, Cfa is listed as AVP & Senior Director, Quantitative Investment and Risk Research at Lincoln Financial Group at Lincoln Financial Group.
What is Lu Fan, Cfa's email address?
AeroLeads has found 1 work email signal at @lfg.com for Lu Fan, Cfa at Lincoln Financial Group.
What is Lu Fan, Cfa's phone number?
AeroLeads has found 3 phone signal(s) with area code 215 for Lu Fan, Cfa at Lincoln Financial Group.
Where is Lu Fan, Cfa based?
Lu Fan, Cfa is based in Philadelphia, Pennsylvania, United States while working with Lincoln Financial Group.
What companies has Lu Fan, Cfa worked for?
Lu Fan, Cfa has worked for Lincoln Financial Group and Fis Group.
How can I contact Lu Fan, Cfa?
You can use AeroLeads to view verified contact signals for Lu Fan, Cfa at Lincoln Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Lu Fan, Cfa attend?
Lu Fan, Cfa holds Master Of Science (M.S.), Finance from Temple University - Fox School Of Business And Management.
What skills is Lu Fan, Cfa known for?
Lu Fan, Cfa is listed with skills including Financial Modeling, Sas, Bloomberg, Portfolio Management, Financial Analysis, Microsoft Excel, Financial Market Research, and Matlab.
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