Lisa Nguyen brings to WrapManager an impressive background in the financial services industry. Ms. Nguyen is a fervent practitioner of disciplined investment strategies and money manager selection.
Ms. Nguyen has long aspired to a career in financial services. After serving as a stock broker’s assistant in high school, she went on to the Wharton School at the University of Pennsylvania and graduated with a B.S. in Economics.
Pursuing advanced studies in her field, Ms. Nguyen then completed a financial analyst investment banking program at Dean Witter, where she structured investment products and ascertained valuations for initial public offerings. She was later admitted to a graduate fixed-income program at Lehman Brothers and became a trader.
In addition to being a Series 66 Investment Advisor Representative, Ms. Nguyen is a Series 7 General Securities Representative. During her leisure time, she enjoys traveling to remote developing nations, yoga and spinning.