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Nick Wu
Healthcare Analyst and Portfolio Manager at Clearbridge Investments, LLC
About
Nicholas (Nick) Wu, Ph.D., is a Senior Healthcare Analyst and Portfolio Manager at ClearBridge Investments, where he has been a key team member since 2007. Based in San Francisco, Dr. Wu leads research and investment management across the healthcare sector, focusing on public equities related to pharmaceuticals, biotechnology, medical devices, and healthcare services. His primary responsibilities include identifying industry trends, evaluating company strategies, and generating actionable investment ideas within the healthcare space.
Earlier in his career, Dr. Wu served as an Equity Research Analyst at Bear Stearns, where he covered similar healthcare sectors, and as an Associate Consultant at Plan A Consulting, honing his analytical and strategic skills. Over his more than two decades in the investment industry, he has earned recognition for his deep sector expertise and active involvement in thematic research, such as innovations in diabetes management, obesity therapies, and clinical diagnostics.
Dr. Wu holds a Doctor of Philosophy in Chemistry from Stanford University and a Bachelor of Arts in Chemistry from Washington University, equipping him with a strong scientific foundation for fundamental industry analysis. He is known for integrating environmental, social, and governance (ESG) analysis into investment processes and for contributing to ClearBridge’s thought leadership on healthcare industry innovation and long-term sustainability.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| ClearBridge Investments | Healthcare Analyst and Portfolio Manager | Jul 2007 to Present | — |
| Bear Stearns | Equity Research Analyst | Sep 2005 to Jun 2007 | — |
| Plan A Consulting | Associate Consultant | Oct 2003 to Sep 2005 | — |
| Kosan Biosciences | Scientist | Feb 2002 to Jan 2003 | — |
Education
Stanford University
Doctor of Philosophy, Chemistry
1997 — 2002
Washington U
Bachelor of Arts, Chemistry
1993 — 1997
Others at Clearbridge Investments, LLC (36)
| Name | Role | Location |
|---|---|---|
A Albert Grosman | Portfolio Manager | United States |
| Portfolio Manager | New York, NY , United States | |
| Portfolio Manager | New York, NY , United States | |
B Brian Angerame | Portfolio Manager | New York, NY , United States |
| Trader | New York, NY , United States | |
| Analyst and Portfolio Manager | Baltimore, MD , United States | |
| Equity Analyst, Global Growth | New York, NY , United States | |
D Donald Li | Security Analyst, VP | Baltimore, MD , United States |
E Elisa Aylward | Senior Trader | Watchung, NJ , United States |
E Erica Furfaro | Portfolio Manager | New York, NY , United States |
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