Dr Lisa Huang Fidelity’s Head of AI Investment Management and Planning
QuantVision 2026: Fordham’s Quantitative Conference
Lisa Huang is a leading figure in artificial intelligence–driven investing and one of the most influential architects of modern, large-scale quantitative portfolio systems.
She currently serves as Head of AI Investment Management and Planning at Fidelity, where she leads the application of artificial intelligence, machine learning, and quantitative research across portfolio construction, investment decision making, and long-term financial planning. Her work sits at the core of how AI is translated from theory into production systems operating at massive scale, shaping investment outcomes for millions of investors.
In addition to her role at Fidelity, Lisa is a Member of the Board of Directors at the Columbia Center for Digital Finance and Technologies. In this capacity, she helps guide research and collaboration at the intersection of finance, data science, and emerging technologies, strengthening ties between academia and industry.
Previously, Lisa was Director of Investing at Betterment, where she led the investing and quantitative research teams during a pivotal period of growth. She oversaw portfolio construction, core portfolio optimization, algorithmic fund selection, risk modeling, and the design of tax-efficient trading overlays. Her leadership helped define how modern robo-advisory platforms implement disciplined, scalable investment strategies.
Earlier in her career, Lisa worked as a Strategist at Goldman Sachs in New York, where she developed a strong foundation in institutional markets, macro strategy, and quantitative analysis.
Lisa holds a PhD in Physics from Harvard University. Her career reflects a rare combination of deep scientific training, practical AI deployment, and fiduciary responsibility, positioning her as a defining voice in the evolution of artificial intelligence in asset management.
