Profile
Ms. Lori P.
Wachs is Co-Founder & President at Cross Ledge Investments LLC.
Prior to co-founding Cross Ledge Investments in February 2010, Ms. Wachs was employed as a Portfolio Manager by Delaware Management Business Trust and an Analyst by Goldman Sachs & Co.
Ms. Wachs received her BS in Finance from the University of Pennsylvania - The Wharton School.
She is also a Chartered Financial Analyst.
Former positions of Lori P. Wachs
| Companies | Position | End |
|---|---|---|
Nomura Investment Management Business Trust
Nomura Investment Management Business Trust Investment ManagersFinance MIMBT maintains a flexible strategy designed to conform with various clients’ individual investment objectives. The firm manages separate client-focused equity, debt, and balanced portfolios. They invest in the public equity and debt markets of the US, non-US, and other emerging economies. MIMBT seeks growth-oriented value stocks of small-cap, mid-cap and large-cap companies. The firm selects countries by utilizing a top-down approach and selects stocks using fundamental analysis with a bottom-up approach. | Analyst-Equity | - |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/12/1991 |
Cross Ledge Investments LLC
Cross Ledge Investments LLC Investment ManagersFinance Cross Ledge Investments manages a long/short equity hedge fund that focuses on investments in the consumer and retail sectors. | Founder | - |
Training of Lori P. Wachs
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 | 4 |
|---|---|
Nomura Investment Management Business Trust
Nomura Investment Management Business Trust Investment ManagersFinance MIMBT maintains a flexible strategy designed to conform with various clients’ individual investment objectives. The firm manages separate client-focused equity, debt, and balanced portfolios. They invest in the public equity and debt markets of the US, non-US, and other emerging economies. MIMBT seeks growth-oriented value stocks of small-cap, mid-cap and large-cap companies. The firm selects countries by utilizing a top-down approach and selects stocks using fundamental analysis with a bottom-up approach. | Finance |
University of Pennsylvania
University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Cross Ledge Investments LLC
Cross Ledge Investments LLC Investment ManagersFinance Cross Ledge Investments manages a long/short equity hedge fund that focuses on investments in the consumer and retail sectors. | Finance |
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