Peggy Wu, CAIA, brings 25+ years of investment marketing expertise, including roles with Fidelity, Wellington, Mellon Capital, Henderson Global Investors and Aviva Investors. Her experience combines senior-level marketing leadership with hands-on execution across marketing functions, enabling her to excel in a wide range of projects.
At LPL Financial, Peggy gained deep insight into the wealth management ecosystem and an insider's perspective on home offices and financial advisors.
Peggy has strong alternative investments knowledge, built through direct work experience and reinforced by her CAIATM credentials. She currently serves as a Chapter Executive of CAIA Carolinas.
An avid traveler, Peggy has lived in 6 countries and traveled to 50+ countries. She is fluent in Mandarin Chinese and conversational in Japanese and Spanish.
Peggy holds an MBA from UC Berkeley’s Haas School of Business and a BA from Northwestern University.
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