Warren Luo, Cfa

Warren Luo, Cfa Email and Phone Number

Vice President, Equity Manager Research Analyst @ BNY Mellon
New York, NY, US
Warren Luo, Cfa's Location
New York City Metropolitan Area, United States, United States
Warren Luo, Cfa's Contact Details

Warren Luo, Cfa personal email

n/a
About Warren Luo, Cfa

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 Luo, Cfa's Current Company Details
BNY Mellon

Bny Mellon

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Vice President, Equity Manager Research Analyst
New York, NY, US
Warren Luo, Cfa Work Experience Details
  • Bny Mellon
    Vice President, Equity Manager Research Analyst
    Bny Mellon
    New York, Ny, Us
    View
  • Bny Mellon
    Vice President, Equity Manager Research Analyst
    Bny Mellon Oct 2021 - Present
    New York, Ny, Us
    View
  • Citi
    Equity Manager Research Analyst
    Citi Jul 2017 - Oct 2021
    New York, New York, Us
    Coverage• U.S. Large Cap Growth• Global Equities• International Equities
    View
  • Bluestone Capital Management
    Investment Analyst Intern
    Bluestone Capital Management Sep 2016 - Dec 2016
    Wayne, Pa, Us
    • Supported portfolio management by monitoring and updating the Bluestone Income and Tactical Funds and generating investment ideas• Prepared weekly client presentation, updated marketing materials, and created performance updates
    View
  • Acadian Asset Management
    Research Associate
    Acadian Asset Management Mar 2015 - May 2015
    Boston, Ma, Us
    • Developed a large database of over 3,000+ financial/economics/geopolitical events and abnormal equity index returns of developed markets, emerging markets, and frontier markets• Researched the top 25 return dates per country on the possible causes of the extreme market movement by collecting relevant news events on those reported dates via Factiva• Analyzed correlations between abnormal returns and selected events, and created regression models that were to use to develop event-driven asset allocation strategies
    View
  • Brown Brothers Harriman
    Investment Operations Analyst
    Brown Brothers Harriman Apr 2014 - Dec 2014
    New York, Ny, Us
    • Resolved corporate action issues related to client’s entitlement, eligible shares, interest rates, and tax rates• Returned a monthly average of $250,000 to BBH clients by resolving transaction details, transaction activity and timing, payment of dividends and account holding attributes• Reconciled over $5,000,000 daily in foreign exchange transactions from global banks
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  • Boston Financial Investment Management, Lp
    Financial Data Analyst
    Boston Financial Investment Management, Lp Feb 2014 - Mar 2014
    Boston, Ma, Us
    View

Warren Luo, Cfa Skills

Microsoft Excel Microsoft Word Powerpoint Microsoft Office Research Market Research Analysis Data Analytics Quantitative Finance Alternative Investments Corporate Finance Derivatives Economics Equity Capital Markets Financial Reporting Fixed Income Analysis Portfolio Management Quantitative Analytics Factiva Argus Modeling Bloomberg Factset Equity Research

Warren Luo, Cfa Education Details

  • Villanova University
    Villanova University
    Finance
  • Questrom School Of Business, Boston University
    Questrom School Of Business, Boston University
    Business Administration And Management; Accounting And Finance
  • Boston Latin School
    Boston Latin School

Frequently Asked Questions about Warren Luo, Cfa

What company does Warren Luo, Cfa work for?

Warren Luo, Cfa works for Bny Mellon

What is Warren Luo, Cfa's role at the current company?

Warren Luo, Cfa's current role is Vice President, Equity Manager Research Analyst.

What is Warren Luo, Cfa's email address?

Warren Luo, Cfa's email address is wl****@****ova.edu

What schools did Warren Luo, Cfa attend?

Warren Luo, Cfa attended Villanova University, Questrom School Of Business, Boston University, Boston Latin School.

What are some of Warren Luo, Cfa's interests?

Warren Luo, Cfa has interest in Volleyball, Real Estate, Technology, Swimming, Equity Market.

What skills is Warren Luo, Cfa known for?

Warren Luo, Cfa has skills like Microsoft Excel, Microsoft Word, Powerpoint, Microsoft Office, Research, Market Research, Analysis, Data Analytics, Quantitative Finance, Alternative Investments, Corporate Finance, Derivatives.

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