Lucy Guo, Cfa
About Lucy Guo, Cfa
Lucy Guo is the Director of Product at Accrete AI, where she has worked since 2021. She has extensive experience in equity research and product management, having held various roles in prominent financial institutions prior to her current position.
Work at Accrete AI
Lucy Guo has been serving as the Director of Product at Accrete AI since 2021. In this role, she is responsible for setting deployment standards for products. She supervises the integration of domain knowledge with machine learning models, ensuring that the products meet industry requirements. Additionally, she oversees the entire product life cycle, which includes ontology creation and workflow design. Prior to her current position, she worked as a Senior Analyst in Industry Research at Accrete AI from 2020 to 2021.
Previous Experience in Equity Research
Before joining Accrete AI, Lucy Guo held several positions in equity research. She worked at Cowen and Company as Vice President of Aerospace & Defense Equity Research from 2012 to 2020. Prior to that, she was a Senior Equity Research Associate at RBC Capital Markets / Macquarie Capital (USA) from 2009 to 2011. Her career in equity research began at AllianceBernstein, where she worked as a Growth Equities Research Associate from 2007 to 2009, and at KeyBanc Capital Markets as an Equity Research Associate from 2001 to 2004.
Education and Expertise
Lucy Guo holds the Chartered Financial Analyst (CFA) designation, which indicates her expertise in investment analysis and portfolio management. Her extensive background in equity research, particularly in the aerospace and defense sectors, complements her current role in product management at Accrete AI. Her education and professional experience equip her with the skills necessary to integrate domain knowledge with advanced machine learning models.
Background in Financial Services
Lucy Guo has a strong background in financial services, particularly in equity research. Over her career, she has accumulated significant experience working with various financial institutions, focusing on aerospace and defense industries. This experience has provided her with a deep understanding of market dynamics and investment strategies, which she applies in her current role at Accrete AI.