Lulu Zheng, CFA

Equity Research Analyst


7 Years


As a member of GW&K’s global small cap investment team, Lulu works closely with portfolio managers and research analysts to uncover attractive investment opportunities as a sector generalist primarily covering companies in North America.  She is also a member of the firm’s Investment Committee.

Prior Work Experience

Throughout her career, Lulu has garnered extensive experience covering the Industrials and Health Care sectors at Capital Group and Millennium Management.


Lulu graduated with a Bachelor of Science from Cornell University in Industrial and Labor Relations. She is a CFA® charterholder and a member of the CFA Institute and is fluent in Mandarin Chinese.

What I appreciate most about working at GW&K…
As a flat organization with a strong entrepreneurial culture our people can showcase their individual talents and thrive together in an open and collaborative environment. GW&K is truly a special place where everyone can be their authentic selves and think independently while working towards a common goal - to be there for our clients.

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