Lory Luo

Analyst-Equity at

Franklin Templeton Institutional LLC

Finance

Consumer Services

Retail Trade

Profile

Lory Luo is currently an Equity Research Analyst at Franklin Templeton Institutional LLC since 2023.
Formerly, Ms. Luo worked as an Associate at Scotia Capital (USA), Inc. from 2022 to 2023, an Equity Research Associate at Susquehanna Financial Group LLLP from 2018 to 2021, and in Strategic Finance at Poshmark, Inc. from 2017 to 2018.
Education includes undergraduate studies at the University of Michigan and Shanghai Jiao Tong University, and an MBA from The University of Chicago Booth School of Business, conferred in 2016.

Lory Luo active positions

Companies	Position	Start
Franklin Templeton Institutional LLC Franklin Templeton Institutional LLC Investment ManagersFinance FTI utilizes various investment strategies including, but not limited to, equity, fixed income, real estate, and infrastructure. The accounts advised by the firm accommodate a variety of investment goals and risk tolerances – from capital appreciation (with more growth-oriented strategies) to capital preservation (with fixed-income strategies). In seeking to achieve an account’s specific investment objectives, each portfolio emphasizes different strategies and invests in different types of securities. FTI do not typically seek to recommend a particular type of security to a client.	Analyst-Equity	30/06/2023

All active positions of Lory Luo

Former positions of Lory Luo

Companies	Position	End
Scotia Capital (USA), Inc. Scotia Capital (USA), Inc. Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	30/06/2023
Susquehanna Financial Group LLLP Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	31/05/2021
POSHMARK, INC.	Corporate Officer/Principal	31/07/2018

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Training of Lory Luo

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Linked companies

Private companies	7
Susquehanna Financial Group LLLP Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Provides brokerage services	Finance
Scotia Capital (USA), Inc. Scotia Capital (USA), Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Franklin Templeton Institutional LLC Franklin Templeton Institutional LLC Investment ManagersFinance FTI utilizes various investment strategies including, but not limited to, equity, fixed income, real estate, and infrastructure. The accounts advised by the firm accommodate a variety of investment goals and risk tolerances – from capital appreciation (with more growth-oriented strategies) to capital preservation (with fixed-income strategies). In seeking to achieve an account’s specific investment objectives, each portfolio emphasizes different strategies and invests in different types of securities. FTI do not typically seek to recommend a particular type of security to a client.	Finance
University of Michigan University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Shanghai Jiao Tong University Shanghai Jiao Tong University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Poshmark, Inc. Poshmark, Inc. Apparel/Footwear RetailRetail Trade Operates as a fashion resale marketplace platform	Retail Trade
The University of Chicago Booth School of Business The University of Chicago Booth School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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