Ellie Lan

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Profile

Ms. Zhao Lan is Investment Analyst at Betterment LLC.
Ms. Lan was previously employed as Major Pharmaceutical & Biotech Analyst by Merrill Lynch, Pierce, Fenner & Smith, Inc., an Analyst by Barclays Capital, Inc., and Sales & Trading Analyst by Morgan Stanley & Co. LLC.
She received her BA degree in Economics and Political Science from Columbia University.

Former positions of Ellie Lan

Companies	Position	End
Barclays Capital, Inc. Barclays Capital, Inc. Investment Banks/BrokersFinance Provides brokerage services	Analyst-Fixed Income	31/03/2014
Morgan Stanley & Co. LLC Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	31/12/2011
Betterment LLC Betterment LLC Investment ManagersFinance Betterment’s methodology advises clients to invest in well-diversified stock market holdings for strong, long-term returns, along with Treasury bonds for steady income that is superior to typical bank interest rates with lower volatility than the equities markets. The firm manages all client portfolios directly and implements their strategy by recommending a portfolio of broad market index ETFs and Treasury Bond ETFs. Once in place, Betterment’s online platform enables clients to fine-tune their allocation to match their individual needs.	Analyst-Equity	-
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	-

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Linked companies

Private companies	5
Morgan Stanley & Co. LLC Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
The Trustees of Columbia University in The City of New York The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Barclays Capital, Inc. Barclays Capital, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Betterment LLC Betterment LLC Investment ManagersFinance Betterment’s methodology advises clients to invest in well-diversified stock market holdings for strong, long-term returns, along with Treasury bonds for steady income that is superior to typical bank interest rates with lower volatility than the equities markets. The firm manages all client portfolios directly and implements their strategy by recommending a portfolio of broad market index ETFs and Treasury Bond ETFs. Once in place, Betterment’s online platform enables clients to fine-tune their allocation to match their individual needs.	Finance

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