Profile
Ms. Lisa Xinnan Li is Investment Analyst at Traub Capital Management LLC.
Ms. Xinnan Li holds a BS degree of Economics & International Trade from Sichuan University and is currently completing her MS of Financial Service and Banking at Suffolk University, Boston.
She has abundant experience in spreadsheet analysis from her experience working at a real estate investment company, public accounting firm, and commercial bank.
Ms. Xinnan Li is now working toward her CFA certificate.
Former positions of Lisa Xinnan Li
| Companies | Position | End |
|---|---|---|
Traub Capital Management LLC
 Traub Capital Management LLC Investment ManagersFinance Traub Capital Management LLC (TCM) is an independent, SEC-registered investment advisor headquartered in Needham, Massachusetts. The firm was founded by Heydon Traub in 2003, and provides portfolio management services to individuals, high net-worth individuals, corporate retirement and profit-sharing plans, and trusts. | Analyst-Equity | - |
Training of Lisa Xinnan Li
| Arizona State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Traub Capital Management LLC
Traub Capital Management LLC Investment ManagersFinance Traub Capital Management LLC (TCM) is an independent, SEC-registered investment advisor headquartered in Needham, Massachusetts. The firm was founded by Heydon Traub in 2003, and provides portfolio management services to individuals, high net-worth individuals, corporate retirement and profit-sharing plans, and trusts. | Finance |
- Stock Market
- Insiders
- Lisa Xinnan Li
