Marianne O
About Marianne O
Marianne O is a Co-founder, Principal, and Portfolio Manager at Lumen Advisors, where she has worked since 2002. She holds an M.B.A. from the University of California, Berkeley, and an M.A. in Economics from the University of Cambridge, and is actively involved in promoting female entrepreneurs in finance.
Work at Lumen Advisors
Marianne O has served as Co-founder, Principal, and Portfolio Manager at Lumen Advisors since 2002. Based in the San Francisco Bay Area, she has contributed to the firm for over 22 years. Her role involves overseeing investment strategies and managing client portfolios, leveraging her extensive experience in finance and investment.
Education and Expertise
Marianne O holds an M.B.A. from the Haas School of Business at the University of California, Berkeley, where she studied Finance and Investment. Additionally, she earned an M.A. in Economics from Newnham College, University of Cambridge. Her educational background supports her expertise in investment management and economic analysis.
Background
Marianne O has a diverse professional background, including experience in loan origination and syndication within Asian capital markets during her tenure at Citicorp in Hong Kong. She also worked with Simon Nocera at LGT, where she contributed to the launch of the first SEC-registered Emerging Market Debt mutual fund in the U.S.
Achievements and Contributions
Marianne O is actively involved in promoting female entrepreneurs and fund managers. She is a steering committee member of 100 Women in Finance in Northern California and a global committee member of 100 Women in FinTech. Additionally, she co-organizes the annual 100WF West Coast Allocators-Female Fund Managers Conference in San Francisco.
Writing and Thought Leadership
Marianne O writes on Medium and maintains a weekly Substack newsletter that focuses on investing, economics, and wellness. Her writing reflects her commitment to sharing knowledge and insights in the finance sector, particularly regarding investment strategies and economic trends.