About
Connie S. Lu is an Equity Analyst at Select Equity Group, L.P., based in New York, NY, where she has served since 2019. In this role, she is responsible for conducting fundamental equity research with a focus on the consumer services and finance sectors, contributing to the firm’s investment management strategies targeting individual and private fund clients.
Prior to joining Select Equity Group, Connie was a Private Equity Analyst at Goldberg Lindsay & Co. LLC, a private equity arm specializing in finance investments, further deepening her expertise in evaluating companies within the financial and consumer domains. She has developed a robust analytical skill set that bridges both public equities and private investment analysis.
Connie holds undergraduate degrees from the University of Pennsylvania and The Wharton School of the University of Pennsylvania, underscoring her academic foundation in finance and business. Her work is recognized for its analytical rigor and sector specialization, particularly in consumer services and finance industries.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Select Equity Group, L.P. | Investment Analyst | Aug 2019 to Present | — | 
| Lindsay Goldberg | Private Equity Associate | Jul 2017 to Jul 2019 | — | 
| J.P. Morgan | Investment Banking Analyst | Jun 2015 to May 2017 | — | 
| J.P. Morgan | Investment Banking Summer Analyst | Jun 2014 to Aug 2014 | — | 
| Graphene Frontiers | Summer Intern | May 2013 to Aug 2013 | — | 
Education
University of Pennsylvania - The Wharton School
2011 — 2015
University of Pennsylvania
2011 — 2015
University of Pennsylvania - The Wharton School
2011 — 2015
University of Pennsylvania
2011 — 2015
Adlai E. Stevenson High School
2007 — 2011
Others at Select Equity Group, L.P. (15)
| Name | Role | Location | 
|---|---|---|
| Portfolio Manager | New York, NY , United States | |
| Investment Analyst | Houston, TX , United States | |
| JJonathan Bearman | Principal and Head of Trading | New York, NY , United States | 
| Analyst | New York, NY , United States | |
| Principal | Berkeley, CA , United States | |
| Qualitative Field Analyst | New York, NY , United States | |
| Investment Analyst | Chicago, IL , United States | |
| PPriyanka Abeyasekera | Investment Analyst | Rutherford, NJ , United States | 
| Associate Portfolio Manager | New York, NY , United States | |
| DDavid Tumm | Associate Analyst | Chicago, IL , United States |