Lawrence Lai

Portfolio Manager-Equities at

Wells Fargo Bank, NA (Private Banking)

Finance

Consumer Services

Profile

Mr. Lawrence Lai is an Assistant Vice President & Portfolio Specialist at Wells Fargo Bank, NA. Prior to joining Wells Fargo Bank, Mr. Lai was employed as an Equity Research Associate by TD Cowen.
He was also a Market Analyst at FactSet Research Systems Inc., an Economic Research Assistant at Manulife Asset Management (US) LLC, and a Junior Risk Analyst at State Street Corp.
He received his undergraduate degree from Northeastern University and a graduate degree from McDonough School of Business.

Lawrence Lai active positions

Companies	Position	Start
Wells Fargo Bank, NA (Private Banking) Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank-PB offers a team-based approach focused on client’s unique needs and creates a dynamic wealth management plan that is designed to grow and reflect client’s evolving goals and priorities.	Portfolio Manager-Equities	31/08/2022

All active positions of Lawrence Lai

Former positions of Lawrence Lai

Companies	Position	End
Cowen & Co. LLC Cowen & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	30/04/2022
Manulife Investment Management (US) LLC Manulife Investment Management (US) LLC Investment ManagersFinance Manulife IM-US utilizes a broad range of equity, fixed income, currency and asset allocation approaches. They manage differentiated investment processes and place an emphasis on proprietary fundamental research but may also employ quantitative analysis. The firm’s equity investment research combines quantitative and qualitative bottom-up fundamental analysis. Their fixed income management teams engage in intensive fundamental research and analysis, both top-down and bottom-up, to assess potential investment opportunities.	Corporate Officer/Principal	31/12/2018
STATE STREET CORPORATION	Corporate Officer/Principal	31/12/2017

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Linked companies

Private companies	6
State Street Corp. State Street Corp. Finance/Rental/LeasingFinance Operates as bank holding company whose subsidiary provides financial and commercial loans and commercial real estate services	Finance
Cowen & Co. LLC Cowen & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Manulife Investment Management (US) LLC Manulife Investment Management (US) LLC Investment ManagersFinance Manulife IM-US utilizes a broad range of equity, fixed income, currency and asset allocation approaches. They manage differentiated investment processes and place an emphasis on proprietary fundamental research but may also employ quantitative analysis. The firm’s equity investment research combines quantitative and qualitative bottom-up fundamental analysis. Their fixed income management teams engage in intensive fundamental research and analysis, both top-down and bottom-up, to assess potential investment opportunities.	Finance
Northeastern University Northeastern University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Wells Fargo Bank, NA (Private Banking) Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank-PB offers a team-based approach focused on client’s unique needs and creates a dynamic wealth management plan that is designed to grow and reflect client’s evolving goals and priorities.	Finance
McDonough School of Business McDonough School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services