Warren Luo, CFA

Warren Luo is an Equity Manager Research Analyst of BNY Mellon Wealth Management’s Investor Solutions group. Warren has over 5 years of industry experience in client, investment research and due-diligence roles. In his role, Warren leads manager selection for primarily Emerging Markets and U.S. Large Cap Equities. Prior to joining BNY Mellon in 2021, Warren was an Equity Analyst on the Manager Research team at Citi Investment Management. In this role, he was responsible for the sourcing, screening, investment due diligence and monitoring of various sub-asset classes, including U.S. Large Cap Growth, International and Global investment strategies. His prior experience includes positions as Research Associate at Acadian Asset Management and Investment Operations Analyst at Brown Brothers Harriman. Warren is a CFA Charterholder and member of the CFA Institute. He holds a B.S. In Business Administration and Management from Boston University and M.S. In Finance from Villanova University.