Katie Wei
Global Multi-Asset Investment Manager
- Role
- Mentor Career Coach at Lunar Accel
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Katie Wei
Katie Wei is a seasoned investor and portfolio manager of both public and private direct investments with nearly two decades of combined experience in multi-asset investments, hospitality asset valuation, portfolio construction, capital markets, and risk management.She has developed a quantamental investment framework that can be applied to both public and private investments to identify risk and return drivers across market fundamentals, growth and contraction catalysts, industry outlook, stakeholder quality, geopolitical situations, investor sentiment, and global innovations.Katie is a natural leader who attracts high-caliber global talents to join her team to build meaningful products and services that add value to the target audience in the hospitality and global macro investment space.She enjoys guiding and empowering younger professionals to be a better self-defined version of themselves to live a more fulfilling life in the long run.She holds an MS degree in Financial Mathematics from Stanford University and a BS degree in Mathematics and Statistics from the University of Toronto. Her musical soul has completed several courses in songwriting and R&B vocals from Berklee College of Music.
Experience
Mentor Career Coach
Oct 2023 — Present · New York, NY, US
Lunar Accel is a non-profit premier career accelerator based in NYC building the next generation of East and Southeast Asian American leaders and entrepreneursInspire and empower the talented and driven younger Asian American professionals to find their career aspirations and design their own fulfilling lives and career pathsServe as a highly sought-after mentor by sharing unique perspectives of climbing the corporate ladder and making a significant career pivot, and by providing concrete action plans to help mentees achieve their desired career outcomes through career guidance, soul-searching, intrapreneurship and entrepreneurship
Education
New York University
Courant Institute of Mathematical Sciences
Stanford University
MS, Financial Mathematics
University of Toronto
BS, Mathematics, Statistics, and Finance
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