About
Crystal Lu is an Investment Analyst at Gillson Capital LP in New York, NY, where she focuses on equity analysis within the insurance sector. Her current responsibilities include deep research and investment recommendations specifically related to insurance equities, aligning with Gillson Capital’s strategy.
Lu brings extensive experience from prior roles in equity research, having served as a Senior Associate in P&C Insurance Equity Research at Autonomous Research and an Equity Research Associate at Credit Suisse. She also held an analyst role at Surveyor Capital, further strengthening her expertise in public markets and insurance-related assets.
She holds a BSE in Finance, Accounting, and Marketing from The Wharton School and is a CFA charterholder, demonstrating rigorous analytical and quantitative skills. Recognized for her precise research and sector specialization, Lu has contributed significantly to her firms' understanding of the insurance and financials sectors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Gillson Capital | Investment Analyst | Jan 2021 to Present | — |
| Gillson Capital | Equities | Jan 2021 to Present | — |
| Surveyor Capital | Investment Analyst | Jan 2020 to Jan 2021 | — |
| Surveyor Capital | Equities | Jan 2020 to Jan 2021 | — |
| Autonomous Research | Senior Associate - P and C Insurance Equity Research | Mar 2018 to Jan 2020 | — |
| Credit Suisse | Equity Research Associate | Jul 2013 to Mar 2018 | — |
Education
The Wharton School
BSE, Finance, Accounting, Marketing
Others at Gillson Capital LP (2)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager | Chicago, IL , United States |
 | Associate Analyst | Chicago, IL , United States |