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Lisa Cooper
Director Ejecutivo en
Figure 8 Investment Strategies LLC
.
Perfil
Ms. Lisa M.
Cooper, CFA MBA, is a Founder & Chief Executive Officer at Figure 8 Investment Strategies LLC.
She leads Figure 8’s advisory team in working closely with clients to provide investment management, financial planning, and advice.
She leads Figure 8’s research team to generate and analyze new investment ideas and to construct portfolios designed to achieve financial gains and social impact.
She oversees Figure 8’s top-down strategy and guides the team to consider environmental sustainability and social justice in every decision we make, including how we steward client’s assets, navigate the markets, and run our company.
Her prior leadership positions include managing portfolios for high net worth and institutional investors at Smith Barney Asset Management (now Clearbridge Investments) in New York and Trillium Asset Management in Boston.
she is also co-founder of Global Talent, a nonprofit program enabling skilled refugees and immigrants to reclaim professional careers in the US.
Ms. Cooper holds an MBA from the Wharton School at the University of Pennsylvania and a Bachelor of Science in Business Administration from California State Polytechnic University and is a Certified Financial Planner and Chartered Financial Analyst.
Cargos activos de Lisa Cooper
| Empresas | Cargo | Inicio |
|---|---|---|
Figure 8 Investment Strategies LLC
 Figure 8 Investment Strategies LLC Investment ManagersFinance Provides investment advice | Director Ejecutivo | 01/01/2016 |
Antiguos cargos conocidos de Lisa Cooper.
| Empresas | Cargo | Fin |
|---|---|---|
Trillium Asset Management LLC
 Trillium Asset Management LLC Investment ManagersFinance Trillium combines impactful investment solutions with active ownership. Thier investment processes are focused on finding companies with strong growth prospects that are attractively priced and meet their ESG criteria/requirements. The firm’s analysts and portfolio managers conduct bottom-up, fundamental research on the companies, simultaneously reviewing both traditional financial and ESG metrics that they believe can add value to each strategies’ investment process. | Director de Investigación - Acciones | 01/01/2009 |
Smith Barney Asset Management
 Smith Barney Asset Management Investment ManagersFinance Provides investment services | Gestor de Cartera-Acciones | 31/12/1998 |
Nelson Capital Management LLC
 Nelson Capital Management LLC Investment ManagersFinance Nelson Capital Management (NCM) focuses on providing investment services to separately managed accounts for individuals, high net-worth individuals, trusts, endowments, foundations and other institutions. In addition to wealth management services provided to individuals, the firm's institutional business focuses on managing two primary investment strategies: US large cap core equity (GARP) and US large-cap core equity socially responsible investing (SRI). Based on each client's specific investment goals and risk tolerance, they seek profitable investments in microenterprise, community development, clean technology and other opportunities that provide high social or environmental impact. Corporate engagement on environmental, social, and governance (ESG) issues is an integral part of NCM's investment process. Their ultimate goal is to achieve outcomes favorable to both shareholders and society. NCM's large-cap GARP and SRI strategies are characterized by high-quality companies that demonstrate leadership in growing industries and which are currently undervalued relative to the broader markets. The firm employs a proprietary framework, drawing from quantitative techniques, fundamental analysis and qualitative judgment to assess the attractiveness of companies. In this process, tactical sector positioning is continuously evaluated. For fixed-income investments, NCM reviews a broad spectrum of macroeconomic indicators including various interest rate and economic forecasts. Fixed-income securities are chosen based on exemplary credit rating, competitive projected returns and other factors that they believe make the security suitable for client portfolios. The firm's fixed-income strategy is also dependent on each client's tax sensitivity. For client investments made in small-cap common stocks and foreign securities, NCM generally invests in no-load mutual funds and/or ETFs. For clients whose investments in large- and mid-cap common stocks fall below $300,000, NCM will likely invest in no-load mutual funds. | Miembro del Comité de Inversión | - |
Boise, Inc.
 Boise, Inc. Pulp & PaperProcess Industries Manufactures a wide range of specialty and premium paper products | Corporate Officer/Principal | - |
Ten Thousand Villages (Pennsylvania)
 Ten Thousand Villages (Pennsylvania) Specialty StoresRetail Trade Operates as a gifts store | Corporate Officer/Principal | - |
Formación de Lisa Cooper.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
20
Relaciones de 1er grado
9
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 9 |
|---|---|
Trillium Asset Management LLC
Trillium Asset Management LLC Investment ManagersFinance Trillium combines impactful investment solutions with active ownership. Thier investment processes are focused on finding companies with strong growth prospects that are attractively priced and meet their ESG criteria/requirements. The firm’s analysts and portfolio managers conduct bottom-up, fundamental research on the companies, simultaneously reviewing both traditional financial and ESG metrics that they believe can add value to each strategies’ investment process. | Finance |
Smith Barney Asset Management
Smith Barney Asset Management Investment ManagersFinance Provides investment services | Finance |
University of Pennsylvania
 University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
California Polytechnic State University (San Luis Obispo)
 California Polytechnic State University (San Luis Obispo) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Ten Thousand Villages (Pennsylvania)
Ten Thousand Villages (Pennsylvania) Specialty StoresRetail Trade Operates as a gifts store | Retail Trade |
Boise, Inc.
Boise, Inc. Pulp & PaperProcess Industries Manufactures a wide range of specialty and premium paper products | Process Industries |
The Social Investment Forum
 The Social Investment Forum Miscellaneous Commercial ServicesCommercial Services Operates investment advisory association | Commercial Services |
Nelson Capital Management LLC
Nelson Capital Management LLC Investment ManagersFinance Nelson Capital Management (NCM) focuses on providing investment services to separately managed accounts for individuals, high net-worth individuals, trusts, endowments, foundations and other institutions. In addition to wealth management services provided to individuals, the firm's institutional business focuses on managing two primary investment strategies: US large cap core equity (GARP) and US large-cap core equity socially responsible investing (SRI). Based on each client's specific investment goals and risk tolerance, they seek profitable investments in microenterprise, community development, clean technology and other opportunities that provide high social or environmental impact. Corporate engagement on environmental, social, and governance (ESG) issues is an integral part of NCM's investment process. Their ultimate goal is to achieve outcomes favorable to both shareholders and society. NCM's large-cap GARP and SRI strategies are characterized by high-quality companies that demonstrate leadership in growing industries and which are currently undervalued relative to the broader markets. The firm employs a proprietary framework, drawing from quantitative techniques, fundamental analysis and qualitative judgment to assess the attractiveness of companies. In this process, tactical sector positioning is continuously evaluated. For fixed-income investments, NCM reviews a broad spectrum of macroeconomic indicators including various interest rate and economic forecasts. Fixed-income securities are chosen based on exemplary credit rating, competitive projected returns and other factors that they believe make the security suitable for client portfolios. The firm's fixed-income strategy is also dependent on each client's tax sensitivity. For client investments made in small-cap common stocks and foreign securities, NCM generally invests in no-load mutual funds and/or ETFs. For clients whose investments in large- and mid-cap common stocks fall below $300,000, NCM will likely invest in no-load mutual funds. | Finance |
Figure 8 Investment Strategies LLC
Figure 8 Investment Strategies LLC Investment ManagersFinance Provides investment advice | Finance |
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