Lorri Caso
Fähigkeiten und Kenntnisse
Werdegang
Berufserfahrung von Lorri Caso
- Current 6 months, since Dec 2025
Driving Wealth Management Innovation with Blockchain and ESG | Startup Lead
Startup
- 3 years and 10 months, Jan 2022 - Oct 2025J.P. Morgan Asset Management
Director of Strategic Development, Asia Pacific
Responsible for Asia-Pacific market expansion and regulatory compliance design for cross-border capital flows Promoting the application of blockchain in cross-border settlement and wealth management Establishing digital asset custody services to provide institutional clients with compliant channels
- 6 years and 6 months, Jul 2015 - Dec 2021
Regional Director
Citi Private Bank
Providing cross-border investment and tax planning for ultra-high-net-worth clients Leading the establishment of a new business line: "Global Family Wealth Office Services"
- 5 years and 6 months, Jan 2010 - Jun 2015
Investment Manager
HSBC Global Asset Management
Responsible for asset allocation for high-net-worth clients in the Asia-Pacific region Managing a portfolio with total assets exceeding US$20 billion Introducing quantitative trading models, achieving an average annual excess return of 4%
- 5 years and 6 months, Jul 2004 - Dec 2009
Investment Banking Department – Senior Analyst
Credit Suisse
- 5 months, Jan 2004 - May 2004
Financial Market Research Department
The World Bank
Participate in external debt risk assessments of emerging economies Assist in compiling the "Asian Capital Flow Trends Report"
- 3 months, Jun 2003 - Aug 2003
Asset Management Department – Summer Intern
Morgan Stanley
Follow up on hedge funds and alternative investment portfolios Participate in the internal briefing on "Asia-Pacific Market Private Equity Fund Allocation Analysis"
- 3 months, Jun 2002 - Aug 2002
Intern Analyst
Goldman Sachs
Assist in drafting a report on M&A trends in emerging markets Study and participate in the initial due diligence phase of IPO projects
Ausbildung von Lorri Caso
- 3 years and 10 months, Sep 2000 - Jun 2004
B.S. Finance & International Business
Wharton School, University of Pennsylvania
- 2 years and 10 months, Sep 1997 - Jun 2000
Financial Mathematics and Historical Economics
Eton College
Sprachen
English
C1 (Fließend)
Russian
B1-B2 (Gute Kenntnisse)
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