Lisa Wang, CFA

Lisa Wang is a senior vice president and Head of Goals Based Solutions for Franklin Templeton Investment Solutions. Ms. Wang is responsible for designing, managing, and maintaining multi-asset investment solutions for institutional clients in the Americas.

Ms. Wang was previously the head of investment solutions focused on the Americas, where she was responsible for designing, managing, and maintaining multi-asset investment solutions for institutional clients. She focused primarily on Latin American, Canadian, and ex-US mandates. Prior to this role, she served as a portfolio manager for FTIS and was responsible for asset allocation (multi-asset) strategies, including target-date, target-risk, volatility-controlled, ESG and customized solutions.

Prior to joining Franklin Templeton, Ms. Wang led the multi-asset portfolio management for QS Investors, a quantitative multi-asset and equity manager. QS Investors combined with Franklin Templeton Multi-Asset Solutions in October 2020 to create Franklin Templeton Investment Solutions. Her earlier experience includes working as an ETF market maker and portfolio trader at Deutsche Bank, and as a research analyst at Gleacher Fund Advisors, a multi-strategy fund of hedge funds.

Ms. Wang holds a bachelor of science degree in accounting and a bachelor of arts in music from SUNY Binghamton, as well as an MBA from the Booth School of Business at the University of Chicago, with concentrations in finance, entrepreneurship, and strategic management. She is a Chartered Financial Analyst (CFA) and a Certified Public Accountant (CPA, inactive). Lisa is also a graduate of the pre-college division of Juilliard, with a major in piano.