Dr. Lisa Huang Head of AI Investment Management and Planning
Lisa Huang, Ph.D., is Head of AI Investment Management and Planning at Fidelity.
Previously, she was the Head of Investing at Betterment. In her role at Betterment, she led a team responsible for strategic portfolio optimization and personalization, investment fund selection, risk modeling and tax aware trading optimization. Prior to Betterment,
Dr. Huang was a strategist at a hedge fund in Goldman Sachs.
Dr. Huang is a contributing author to the book, “Equity Smart Beta and Factor Investing for Practitioners. She holds a degree in mathematics from UCLA, and a Ph.D. in physics from Harvard.