Lisa O'Connor

Head-Equity Investments at

BlackRock Investment Management LLC

Finance

Consumer Services

Profile

Ms. Lisa M.
O'Connor, CFA MBA, is a Global Head of Model Portfolio Solutions & Co-Chief Investment Officer for Global Solutions at BlackRock Advisors LLC, at BlackRock Investment Management LLC and at BlackRock Fund Advisors.
Prior to joining BlackRock in April 2017, Ms. O'Connor served as the Head of Global Portfolio Management for SSGA's Global Macro fund.
The fund utilized both proprietary quantitative and fundamental strategies for alpha generation.
Before SSGA, Ms. O'Connor was at Mellon Capital Management for fourteen years where she worked in the development and management of quantitative investment strategies.
Her last role at Mellon Capital was leading the active fixed income team, with investment strategies ranging from hedge funds to actively managed ETFs.
She served as a Senior Portfolio Manager.
She is a CFA Charterholder and earned her M.B.A. from U.C.
Berkeley and her B.A. in international economics from U.C.
Davis.

Lisa O'Connor active positions

Companies	Position	Start
BlackRock Investment Management LLC BlackRock Investment Management LLC Investment ManagersFinance BIM offers a range of investment solutions such as cash management, equity, fixed income, alternative and multi-asset strategies.	Head-Equity Investments	01/04/2017
BlackRock Advisors LLC BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors offers investors around the world a variety of investment products that span across asset classes, market-caps, investment styles and geographic regions. Their mandates include cash management, equity, fixed income, alternative, multi-asset and quantitative equity strategies.	Head-Equity Investments	01/04/2017
BlackRock Fund Advisors BlackRock Fund Advisors Investment ManagersFinance BFA uses various investment strategies and methods of analysis implemented by BlackRock’s Investment Group. The firm utilizes fixed-income strategies that are actively managed, model or index based. Their equity platform includes a broad range of products that vary according to investment style, market-cap, and geography. For cash management portfolios, the investment process emphasizes safety and liquidity over yield. Their alternative mandates focus on sourcing and managing high-alpha investments with lower correlation to public markets and developing a holistic approach to address client needs in alternatives investing. They also have Multi-Asset and Index mandates.	Portfolio Manager-Equities	-

All active positions of Lisa O'Connor

Former positions of Lisa O'Connor

Companies	Position	End
SSgA Funds Management, Inc. SSgA Funds Management, Inc. Investment ManagersFinance SSgA FM utilizes several methods of investment analysis across a wide array of investment strategies when formulating investment advice or managing assets. The firm does not rely on one type of investment analysis over another and does not recommend one particular type of security. They seek to utilize the most prudent methods of investment analysis based upon certain characteristics of the investment strategy and the current market conditions, as applicable.	Corporate Officer/Principal	-
Coutts Bank Ltd. Coutts Bank Ltd. Major BanksFinance Provides international banking services	Corporate Officer/Principal	-
Mellon Investments Corp. Mellon Investments Corp. Investment ManagersFinance Mellon Investments offers a range of alpha and beta investment strategies designed to meet each client's specific needs. Their disciplined approach is grounded in long-term economic relationships and provides an integrated view of the distinct components that comprise the global financial market. The firm's primary investment strategies include Active Equity, Active Fixed Income, Index, and Multi-Asset and Multi-Factor.	Portfolio Manager-Equities	-

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Linked companies

Private companies	8
BlackRock Advisors LLC BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors offers investors around the world a variety of investment products that span across asset classes, market-caps, investment styles and geographic regions. Their mandates include cash management, equity, fixed income, alternative, multi-asset and quantitative equity strategies.	Finance
Mellon Investments Corp. Mellon Investments Corp. Investment ManagersFinance Mellon Investments offers a range of alpha and beta investment strategies designed to meet each client's specific needs. Their disciplined approach is grounded in long-term economic relationships and provides an integrated view of the distinct components that comprise the global financial market. The firm's primary investment strategies include Active Equity, Active Fixed Income, Index, and Multi-Asset and Multi-Factor.	Finance
SSgA Funds Management, Inc. SSgA Funds Management, Inc. Investment ManagersFinance SSgA FM utilizes several methods of investment analysis across a wide array of investment strategies when formulating investment advice or managing assets. The firm does not rely on one type of investment analysis over another and does not recommend one particular type of security. They seek to utilize the most prudent methods of investment analysis based upon certain characteristics of the investment strategy and the current market conditions, as applicable.	Finance
Coutts Bank Ltd. Coutts Bank Ltd. Major BanksFinance Provides international banking services	Finance
University of California, Davis University of California, Davis Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
BlackRock Investment Management LLC BlackRock Investment Management LLC Investment ManagersFinance BIM offers a range of investment solutions such as cash management, equity, fixed income, alternative and multi-asset strategies.	Finance
BlackRock Fund Advisors BlackRock Fund Advisors Investment ManagersFinance BFA uses various investment strategies and methods of analysis implemented by BlackRock’s Investment Group. The firm utilizes fixed-income strategies that are actively managed, model or index based. Their equity platform includes a broad range of products that vary according to investment style, market-cap, and geography. For cash management portfolios, the investment process emphasizes safety and liquidity over yield. Their alternative mandates focus on sourcing and managing high-alpha investments with lower correlation to public markets and developing a holistic approach to address client needs in alternatives investing. They also have Multi-Asset and Index mandates.	Finance
Haas School of Business Haas School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services