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This profile was last updated on 5/15/14  and contains information from public web pages and contributions from the ZoomInfo community.

Lisa Marie Utasi

Wrong Lisa Marie Utasi?

Director and Senior Equity Trader

Phone: (415) ***-****  HQ Phone
Email: l***@***.com
Local Address: New York City, New York, United States
ClearBridge Advisors LLC
620 Eighth Avenue 48Th Fl
New York, New York 10018
United States

Company Description: ClearBridge Advisors is an asset management company introduced by Legg Mason, Inc. in 2006, following its acquisition of Citigroup Asset Management. With Citigroup...   more
Background

Employment History

Board Memberships and Affiliations

Education

  • B.B.A. , Finance
    Southern Methodist University
  • B.A. , Political Science
    Southern Methodist University
87 Total References
Web References
The Security Traders Association of New York, Inc. - Officers, Directors, Consultants
stany.org, 15 May 2014 [cached]
Lisa Marie Utasi Past President ClearBridge Investments
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. 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). 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 where she is also a past ITAC Chair. She 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.
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 V P and is a two time Chair of MDA's Wings Over Wall Street Fund Raising Committee.
Board of Directors
www.stany.org, 8 Nov 2012 [cached]
Lisa M. Utasi ClearBridge Advisors 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. 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). 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 where she is also a past ITAC Chair. She 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. 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 V P and is a two time Chair of MDA's Wings Over Wall Street Fund Raising Committee.
Ms. Lisa ...
www.securitytraders.org, 15 Mar 2007 [cached]
Ms. Lisa UtasiSecurity Traders Association - Dictum Meum Pactum
...
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
...
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.
ClearBridge - About Us - Our People
www.clearbridge.com, 20 April 2014 [cached]
Lisa Utasi
Senior Trader
...
Lisa Utasi
...
Lisa Utasi
Senior Trader
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