Jean Lu

Jean Lu, CFA, is Managing Director at Parnassus Investments, LLC in California, responsible for overseeing the firm's research team strategy and guiding the firm's investment research initiatives. She joined Parnassus in late 2023, bringing nearly two decades of industry experience that spans research oversight, portfolio management, and investment strategy leadership.

Prior to Parnassus, Jean served as Managing Director at Cambridge Associates, notably as Chief Investment Officer for the firm's OCIO (Outsourced Chief Investment Officer) business, and previously managed U.S. equity portfolios at JPMorgan Asset Management. Her primary expertise includes U.S. equities, endowment and foundation investment strategies, and alternative investments, with a focus on strategic asset allocation for institutional portfolios.

Jean Lu holds undergraduate degrees in business and mathematics from the Massachusetts Institute of Technology (MIT) and an MBA with honors from the University of California, Berkeley. As a CFA charterholder, she is recognized for her strong analytical approach and her leadership in advancing research-driven investment management across the equity and alternatives spectrum.