北京大學(xué)學(xué)士學(xué)位，美國康奈爾大學(xué)數(shù)學(xué)碩士學(xué)位，美國西北大學(xué)金融學(xué)博士學(xué)位，知名投資及財(cái)富管理專家，歷任全球金融中心——Altfest財(cái)富管理機(jī)構(gòu)資深策略師，帶領(lǐng)投研團(tuán)隊(duì)為遍布全美的理財(cái)客戶提供財(cái)富管理和資產(chǎn)配置服務(wù)。
2011年12月，呂騏回到國內(nèi)，曾擔(dān)任宜信財(cái)富首席財(cái)富管理專家，帶領(lǐng)宜信財(cái)富理財(cái)產(chǎn)品與投資策略團(tuán)隊(duì)，負(fù)責(zé)產(chǎn)品設(shè)計(jì)，同時(shí)為客戶提供專業(yè)的研究報(bào)告和投資策略，致力于為客戶設(shè)計(jì)和篩選優(yōu)質(zhì)金融投資產(chǎn)品。呂騏金融市場從業(yè)經(jīng)驗(yàn)豐富，涉及銀行，證券，私募基金，保險(xiǎn)等諸多行業(yè)，在投資理財(cái)，產(chǎn)品設(shè)計(jì)，風(fēng)險(xiǎn)控制等領(lǐng)域擁有專業(yè)的理論知識(shí)和豐富的項(xiàng)目經(jīng)驗(yàn)。并多次接受媒體邀請(qǐng)作投資分析點(diǎn)評(píng)。成為建邦基金投資人最為信任的投資專家。
Bachelor's degree from Peking University, master's degree in mathematics Cornell University, Northwestern University Ph.D. in Finance degree, well-known investment and wealth management experts, served as the center of the global financial institutions -- Altfest wealth management senior strategist, led the research team to provide wealth management and asset allocation services for the customers throughout the United states.
December 2011, Lu Qi returned home, served as chief expert of wealth should believe wealth management, lead the Yixin wealth financial products and investment strategy team, responsible for product design, and provide professional research reports and investment strategy for the customers, is committed to providing customers design and screening of high-quality financial products. Lu Qi financial market experience rich, involving banks, securities, private equity funds, insurance and other industries, the design of products in the investment and financing, with professional theoretical knowledge and rich experience in project risk control etc.. And repeatedly accepted the media invited to make investment analysis. Become the most trusted investment experts to build bond fund investors.
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