Marianne O, CFA, Co-Founder & Partner, and Portfolio Manager
- An experienced entrepreneur and Co-Founder of Lumen Advisors
- 25 years as Investment Manager and Analyst in global markets across Mutual Funds, Institutional Accounts, Hedge Funds
- Co-chair, 100 Women in Finance, Northern California
- Chartered Financial Analyst (CFA)
- Investment committee member at a non-profit healthcare organization in California
- MBA, University of California at Berkeley; B.A. (HONS), M.A. Economics, University of Cambridge, England
MARIANNE is a Co-Founder, Partner in Investments at Lumen Global Investments (LGI). She is also a Co-Founder, Partner, and Portfolio Manager of Lumen Advisors, a global investment management and advisory company formed in San Francisco in 2002. Marianne has been researching and investing in global developed and emerging markets for 25 years. At LGI she conducts portfolio management and global market research, oversees the data, and implements the proprietary web-based application, the Lumen Global Value Compass. Her investment and finance career include mutual funds, institutional accounts, and hedge funds (macro, relative value) in firms including G.T. Global, Dresdner RCM Global Investors, Tradewinds Financial, Gavekal Capital, and Citicorp International Limited, Hong Kong.