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This profile was last updated on 7/24/15  and contains information from public web pages and contributions from the ZoomInfo community.

Ms. Lisa M. Utasi

Wrong Lisa M. Utasi?
 
Background

Employment History

Board Memberships and Affiliations

Education

  • B.B.A. , Finance
    Southern Methodist University
  • B.A. , Political Science
    Southern Methodist University
75 Total References
Web References
Buy Side Trading Summit 2007 Speakers | Advanced Trading
advancedtrading.com, 9 July 2010 [cached]
Steven Joachim | Joan Stack | Floyd Coleman | Mary McDermott-Holland | Lisa Utasi | Brian Fagen | Ivy Schmerken | Kevin Chapman | Victor Torchia | Robert Iati
...
Lisa Utasi, Senior Equity Trader, Clearbridge Advisors
Lisa Utasi is a Director and Senior Equity Trader at ClearBridge Advisors, a unit of the global asset management firm Legg Mason Inc.
ClearBridge Advisors is a new asset management company introduced by Legg Mason, Inc. in early 2006, several months after Legg Mason acquired Citigroup Asset Management. Lisa joined ClearBridge Advisors through a predecessor in 1986. Lisa is currently the Chairman of the Security Traders Association. Over the past 3 years Lisa has served as the Chair or Co-Chair of the Trading Issues, Affiliate Liaison and Institutional Committees. In 2004, Lisa was elected to become the President of the Security Traders Association of NY (STANY). STANY represents the shared interests of over 1,500 individual traders from over 250 firms and is the largest affiliate of the STA. On April 19, 2004, while in office, Lisa was the first STANY President to open the NYSE on behalf of the organization and as an honor to its members.
Lisa serves on the NASDAQ Quality of Markets Committee. She also participates as a member of the NYSE Institutional Traders Advisory Committee. Lisa was inducted into the National Organization of Investment Professionals (NOIP) in 2004. Lisa is a member of Inst. Investor's Trader's Forum and the Investment Company Institute's Equity Markets Committee. She is a Past Chairperson of the Institutional Traders Advisory Committee.
Lisa holds a B.A. in Political Science and a B.B.A. in Finance from Southern Methodist University.
Lisa is extremely active in the NYC charity community. Having co-chaired MDA's Wings Over Wall Street Fund Raising Committee for the past two years, Lisa is the 2007 Michael P. Beier Award recipient for her dedication to raising awareness and funding in the fight against ALS. She is a member of the Eden Institute and St. Christopher-Ottilie Charity Golf Committees. Lisa has completed nine marathons including two of which she dedicated to fundraising for the Leukemia and Lymphoma Society's Team in Training.
National Organization of Investment Professionals
www.noiponline.org, 6 Aug 2015 [cached]
Ms. Lisa M. Utasi Secretary ClearBridge Investments
Ms. Lisa ...
www.securitytraders.org, 15 Mar 2007 [cached]
Ms. Lisa UtasiSecurity Traders Association - Dictum Meum Pactum
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Lisa Utasi Chairman
Lisa Utasi is a Director and Senior Equity Trader at ClearBridge Advisors, a unit of the global asset management firm Legg Mason Inc.ClearBridge Advisors is the US equity group created from the former Citigroup Asset Management and its advisory services are provided by CAM North America LLC, Salomon Brothers Asset Management Inc and other affiliated advisory entities.The cornerstone of the firm's investing philosophy focuses on bottom-up security selection process and fundamental research focused on companies with solid economic returns relative to their risk-adjusted valuations.Through its affiliated investment advisors, ClearBridge Advisors manages more than $110 billion in assets and offers clients a variety of investments, including mutual funds, variable annuity portfolios, 529 plans and separately managed accounts.Lisa joined ClearBridge Advisors through a predecessor in 1986.
Lisa is currently the Vice Chairman of the Security Traders Association and serves as the Association's Co-Chair of the Trading Issues Committee.Over the past 3 years Lisa has served as the Chair of both the Affiliate Liaison and Institutional Committees.In 2004, Lisa was elected to become the President of the Security Traders Association of NY.STANY represents the shared interests of over 1,500 individual traders from over 250 firms and is the largest affiliate of the STA. On April 19, 2004, while in office, Lisa was the first STANY President to open the NYSE on behalf of the organization and as an honor to its members.
Lisa serves on the NASDAQ Quality of Markets Committee.She also participates as a member of the NYSE Institutional Traders Advisory Committee.Lisa was inducted into the National Organization of Investment Professionals (NOIP) in 2004.Lisa is a member of Inst.Investor's Trader's Forum and the Investment Company Institute's Equity Markets Committee.She is a Past Chairperson of the NASDAQ Institutional Traders Advisory Committee.
Lisa holds a B.A. in Political Science and a B.B.A. in Finance from Southern Methodist University.
Lisa is extremely active in the NYC charity community.She is engaged in her second term as Co-Chairperson of the MDA's Wings over Wall Street Fund Raising Committee.Lisa has also worked on the MDA Muscle Team fundraising committee.She is a member of the Eden Institute and St. Christopher-Ottilie Charity Golf Committees.Lisa has completed eight marathons including two of which she dedicated to fundraising for the Leukemia and Lymphoma Society's Team in Training.
Lisa grew up in Texas and now enjoys living in NYC where she is an avid runner and golfer.
Security Traders Association | Lisa M. Utasi
www.securitytraders.org, 29 Sept 2008 [cached]
Lisa M. Utasi [Bio]Security Traders Association | Lisa M. Utasi
...
Lisa M. Utasi
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Lisa Utasi is a Director and Senior Equity Trader at ClearBridge Advisors, the largest equity manager of Legg Mason, Inc., with approximately $80.2 billion assets under management.The cornerstone of the firm's independent investing philosophy focuses on a bottom-up security selection process and fundamental research focused on companies with solid economic returns relative to their risk-adjusted valuations.Lisa joined ClearBridge Advisors through a predecessor in 1986.
Lisa is the Immediate Past Chairman of the Security Traders Association and Chair of the Education Committee with a direct focus on STA University.Over the past 4 years Lisa served as STA Chairman, as well as the Chair or Co-Chair of the Trading Issues, Affiliate Liaison and Institutional Committees.In 2004, Lisa was elected to become the President of the Security Traders Association of NY (STANY).STANY represents the shared interests of over 1,500 individual traders from over 250 firms and is the largest affiliate of the STA. On April 19, 2004, while in office, Lisa was the first STANY President to open the NYSE on behalf of the organization and as an honor to its members.
Lisa serves on the NASDAQ Quality of Markets Committee.She also participates as a member of the NYSE Institutional Traders Advisory Committee.Lisa was inducted into the National Organization of Investment Professionals (NOIP) in 2004.Lisa is a member of Inst.Investor's Trader's Forum and the Investment Company Institute's Equity Markets Committee.She is a Past Chairperson of the Institutional Traders Advisory Committee.
Lisa holds a B.A. in Political Science and a B.B.A. in Finance from Southern Methodist University.
Lisa is extremely active in the NYC charity community.She is currently an MDA National Vice President and is a two time Chair of MDA's Wings Over Wall Street Fund Raising Committee.Lisa is the 2007 Michael P. Beier Award Recipient for her dedication to raising awareness and funding in the fight against ALS.Lisa has also worked on the MDA Muscle Team fundraising committee.She is a member of the Eden Institute and St. Christopher-Ottilie Charity Golf Committees.Lisa has completed nine marathons including two of which she dedicated to fundraising for the Leukemia and Lymphoma Society's Team in Training.
Lisa grew up in Texas and has made New York City her home from many years.
TradeTech 2006 - The Premier North American Institutional Equity Trading & Technology Summit
www.wbresearch.co.uk, 19 Sept 2005 [cached]
Lisa UtasiDirector and Senior TraderSmith Barney Asset Management
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In this discussion, Mary McDermott-Holland, Damien Maroun and Lisa Utasi penetrate the hype by identifying their current electronic needs as well as how they expect new and existing technologies to affect their trading strategies in the future.
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Lisa Utasi is a Director and Senior Equity Trader at Smith Barney Asset Management (a division of Citigroup Global Markets Inc.). SBAM with $156 billion in assets under management is a multi style money manager.The firm's client base is comprised of mutual fund, institutional and high net worth investors.Lisa joined SBAM through its predecessor in 1986.
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