Megan Wan

Megan Wan, CFA has a diverse work experience in the finance industry. Megan started their career as a Teaching Assistant at Rensselaer Polytechnic Institute in 2007. In 2008, they worked as a Summer Analyst Intern at Goldman Sachs. Megan then transitioned into a full-time role at Goldman Sachs as a Senior Quantitative and Technology Analyst from 2009 to 2012.

In 2012, Megan joined State Street as a Lead Quantitative Analyst and worked until 2015. Megan then moved to State Street Global Advisors as an Investment Risk Manager from 2015 to 2017. Following that, they worked as an Investment Research/Risk Analyst at Income Research + Management from 2017 to 2018.

Since 2018, Megan has been with Loomis, Sayles & Company, where they have held the positions of Vice President, Investment Strategy and Risk Analyst until November 2021, and currently serves as a Vice President, Quantitative Analyst.

Throughout their career, Megan has acquired a strong background in quantitative analysis, investment strategy, risk management, and research.

Megan Wan, CFA, has a comprehensive education history in multiple fields. In 2007 to 2008, they completed their Master's degree in Information Technology at Rensselaer Polytechnic Institute. Megan also holds a Bachelor's degree in Management Science & Engineering from Zhejiang University. Currently, they are pursuing a part-time Master's degree in Financial Mathematics at Johns Hopkins Whiting School of Engineering. Furthermore, Megan has obtained the prestigious CFA certification from the CFA Institute.