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Lisa Wang, CFA

Senior Vice President, Head of EMEA Investment Strategy

Summary

Location:

New York, New York, United States

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Lisa Wang is a senior vice president and Head of EMEA Investment Strategy for Franklin Templeton Investment Solutions (FTIS). She leads the development and management of investment strategies for institutional and intermediary clients across the EMEA region.

Ms. Wang was previously the head of goals-based solutions and head of investment solutions focused on the Americas, where she was responsible for designing, managing, and maintaining multi-asset investment solutions for institutional clients. In that role, she focused primarily on Latin American, Canadian, and ex-US mandates. Prior to this, she served as a portfolio manager for FTIS and was responsible for asset allocation (multi-asset) strategies, including target-date, target-risk, volatility-controlled, ESG, and customized solutions.

Prior to joining Franklin Templeton, Ms. Wang led the multi-asset portfolio management team for QS Investors, a quantitative multi-asset and equity manager. QS Investors combined with Franklin Templeton Multi-Asset Solutions in October 2020 to create Franklin Templeton Investment Solutions. Her earlier experience includes working as an ETF market maker and portfolio trader at Deutsche Bank, and as a research analyst at Gleacher Fund Advisors, a multi-strategy fund of hedge funds.

Ms. Wang holds a bachelor of science degree in accounting and a bachelor of arts in music from SUNY Binghamton, as well as an MBA from the Booth School of Business at the University of Chicago, with concentrations in finance, entrepreneurship, and strategic management. She is a Chartered Financial Analyst (CFA) and a Certified Public Accountant (CPA, inactive). Lisa is also a graduate of the pre-college division of Juilliard, with a major in piano.