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Connie Lu

Investment Analyst at Select Equity Group, L.P.

New York, NY , United States

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

OrganizationRoleDate RangeDetails
Select Equity Group, L.P.Investment AnalystAug 2019 to Present
Lindsay GoldbergPrivate Equity AssociateJul 2017 to Jul 2019
J.P. MorganInvestment Banking AnalystJun 2015 to May 2017
J.P. MorganInvestment Banking Summer AnalystJun 2014 to Aug 2014
Graphene FrontiersSummer InternMay 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)

NameRoleLocation
Abigail Schumer
Abigail Schumer
Portfolio ManagerNew York, NY , United States
Ann Vaughan
Ann Vaughan
Investment AnalystHouston, TX , United States
J
Jonathan Bearman
Principal and Head of TradingNew York, NY , United States
Joseph Eirkson
Joseph Eirkson
AnalystNew York, NY , United States
Loren Lewallen
Loren Lewallen
PrincipalBerkeley, CA , United States
Matt Jarzemsky
Matt Jarzemsky
Qualitative Field AnalystNew York, NY , United States
Pawel Kaczmarek
Pawel Kaczmarek
Investment AnalystChicago, IL , United States
P
Priyanka Abeyasekera
Investment AnalystRutherford, NJ , United States
Riley Ford
Riley Ford
Associate Portfolio ManagerNew York, NY , United States
D
David Tumm
Associate AnalystChicago, IL , United States
Showing 1-10 of 15 team members