Profile
Ms. Jean Lu, CFA, is a Managing Director at Parnassus Investments LLC.
She is responsible for oversight of research team strategy.
Prior to joining Parnassus Investments in 2023, she was a managing director at Cambridge Associates and chief investment officer for the firm’s outsourced investment-office (OCIO) business.
Previously, she worked at JPMorgan Asset Management, managing U.S.
equity portfolios.
She received her undergraduate degrees in business and math from the Massachusetts Institute of Technology (MIT) and her MBA with honors from the University of California, Berkeley.
She is a CFA charterholder.
Jean Lu active positions
| Companies | Position | Start |
|---|---|---|
Parnassus Investments LLC
 Parnassus Investments LLC Investment ManagersFinance Parnassus Investments LLC is a SEC-registered investment advisor headquartered in San Francisco, California. Parnassus Investments (founded in 1984), the predecessor corporation, transferred all their assets to Parnassus Investments LLC in 2021 in connection with the acquisition of a majority equity interest in the firm by Affiliated Managers Group, Inc. (AMG) (NYSE: AMG) effective October 2021. The firm is directly owned by Gallium Acquisition LLC, ultimately owned by AMG. Parnassus Investments provides investment advisory services to two registered investment companies, the Parnassus Funds trust and the Parnassus Income Funds trust. The firm also provides investment advisory services to a variety of separate accounts and institutional accounts. | Market Strategist | 01/11/2023 |
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Linked companies
| Private companies | 1 |
|---|---|
Parnassus Investments LLC
Parnassus Investments LLC Investment ManagersFinance Parnassus Investments LLC is a SEC-registered investment advisor headquartered in San Francisco, California. Parnassus Investments (founded in 1984), the predecessor corporation, transferred all their assets to Parnassus Investments LLC in 2021 in connection with the acquisition of a majority equity interest in the firm by Affiliated Managers Group, Inc. (AMG) (NYSE: AMG) effective October 2021. The firm is directly owned by Gallium Acquisition LLC, ultimately owned by AMG. Parnassus Investments provides investment advisory services to two registered investment companies, the Parnassus Funds trust and the Parnassus Income Funds trust. The firm also provides investment advisory services to a variety of separate accounts and institutional accounts. | Finance |
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