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Perfil
Lu Chang worked as a Chief Risk & Operations Officer at Angel Oak Capital Advisors LLC from 2014 to 2020.
Prior to that, Ms. Chang worked as a Principal at Wells Fargo Securities LLC and as a Vice President & Finance Manager at Wells Fargo Clearing Services LLC.
Ms. Chang also worked as a Senior Research Analyst at Evergreen Investments, Inc. and as a Secretary at Angel Oak Dynamic Financial Strategies Income Term Trust.
Ms. Chang received an undergraduate degree from Wuhan University, an MBA from The College of William & Mary, and a graduate degree from the University of Oklahoma.
Antiguos cargos conocidos de Lu Chang.
| Empresas | Cargo | Fin |
|---|---|---|
Angel Oak Capital Advisors LLC
 Angel Oak Capital Advisors LLC Investment ManagersFinance Angel Oak employs a value-driven approach that seeks to deliver attractive risk-adjusted returns by employing a credit-driven approach that identifies undervalued assets predominately within the fixed income sector focusing mainly on structured-credit fixed income markets. Investment strategies employ a top-down approach focused on identifying valuation dislocations in the structured and corporate credit markets and a bottom-up security selection process. Portfolio managers invest opportunistically up and down the capital structure based on relative value. | Miembro del Comité de Inversión | 01/09/2020 |
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions. | Director Financiero/CFO | 01/01/2014 |
| ANGEL OAK DYNAMIC FINANCIAL STRATEGIES INCOME TERM TRUST | Secretario Corporativo | - |
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Evergreen Investments, Inc. | Corporate Officer/Principal | - |
Formación de Lu Chang.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
89
Relaciones de 1er grado
9
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 9 |
|---|---|
Angel Oak Dynamic Financial Strategies Income Term Trust
 Angel Oak Dynamic Financial Strategies Income Term Trust Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Wuhan University
 Wuhan University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The College of William & Mary
 The College of William & Mary Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Oklahoma
 University of Oklahoma Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Angel Oak Capital Advisors LLC
Angel Oak Capital Advisors LLC Investment ManagersFinance Angel Oak employs a value-driven approach that seeks to deliver attractive risk-adjusted returns by employing a credit-driven approach that identifies undervalued assets predominately within the fixed income sector focusing mainly on structured-credit fixed income markets. Investment strategies employ a top-down approach focused on identifying valuation dislocations in the structured and corporate credit markets and a bottom-up security selection process. Portfolio managers invest opportunistically up and down the capital structure based on relative value. | Finance |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions. | Finance |
Evergreen Investments, Inc. |
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