Profile
Lu Li is currently a Research Analyst at BofA Securities, Inc. since 2026.
Formerly, Ms. Li was an Equity Research Analyst at UBS Securities LLC from 2023 to 2026, a Research Analyst at Credit Suisse Securities (USA) LLC (Broker) from 2022 to 2023, and an Equity Research Associate at Wells Fargo Securities LLC from 2019 to 2022.
Education includes an undergraduate degree from Mount Holyoke College conferred in 2013 and an MBA from MIT Sloan School of Management conferred in 2019.
Lu Li active positions
| Companies | Position | Start |
|---|---|---|
BofA Securities, Inc.
BofA Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31/05/2026 |
Former positions of Lu Li
| Companies | Position | End |
|---|---|---|
UBS Securities LLC
UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 30/04/2026 |
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31/08/2023 |
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 28/02/2022 |
Training of Lu Li
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
UBS Securities LLC
UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Mount Holyoke College
Mount Holyoke College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
MIT Sloan School of Management
MIT Sloan School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BofA Securities, Inc.
BofA Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
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