Last Update

2016-09-22T00:00:00.000Z

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Wrong Lisa Utasi?

Ms. Lisa M. Utasi

Director Senior Trader

ClearBridge Advisors

Direct Phone: (212) ***-****       

Email: l***@***.com

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ClearBridge Advisors

Background Information

Employment History

Largest Equity Manager

Legg Mason , Inc.

Vice President and Senior Equity Trader for Asset Management

Citi

President

Security Traders Association of New York Incorporated

Affiliations

Member
Inst

President of the Board of Directors
National Organization of Investment Professionals

Member
Eden Institute

Member
St. Christopher-Ottilie Charity Golf Committee

Moderator
icm asset management inc

Chairman
Security Traders Association Inc

Member of the Quality of Markets Committee
NASDAQ Quality of Markets Committee

Education

B.B.A.

Finance

Southern Methodist University

degrees

political science and finance

Web References (182 Total References)


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The Security Traders Association of New York, Inc. - Officers, Directors, Consultants

www.stany.org [cached]

Lisa Utasi 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 a Past Chairman of the Security Traders Association and Chair of the Education Committee with a direct focus on STA University. 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 has served as an MDA National Vice President and is a two time Chair of MDA's Wings Over Wall Street Fund Raising Committee.


The Security Traders Association of New York, Inc. - Officers, Directors, Consultants

stany.org [cached]

Lisa Utasi 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 a Past Chairman of the Security Traders Association and Chair of the Education Committee with a direct focus on STA University. 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 has served as an MDA National Vice President and is a two time Chair of MDA's Wings Over Wall Street Fund Raising Committee.


Conference Speakers - Security Traders Association of Florida

staflorida.com [cached]

Lisa Utasi ClearBridge Investments

Ms. Lisa Utasi is a Director and Senior Equity Trader at ClearBridge Investments, with more than 30 years of industry experience. She is a Past Chairman of the Security Traders Association (National) and a two term Past President of the Security Traders Association of New York. She currently serves as the President of the Board of Directors of the National Organization of Investment Professionals.
Ms. Utasi has been widely recognized for her service in the New York City charity community, including the 2011 Women on Wall Street Charitable Works Award and the 2007 Michael P. Beier Award for her dedication to raising awareness and funding in the fight against amyotrophic lateral sclerosis, or ALS. In October of 2015 Lisa co-chaired the 15th Annual MDA Wings Over Wall Street Gala. This marks the third time she has chaired the event. Wings Over Wall Street is a premier fundraising event for the MDA focused on curing ALS. Her charitable service activities include working on behalf of the Eden Institute and SCO Charity Golf Committees, the Inner-City Scholarship Fund and Taylor's Gift. Ms. Utasi has completed ten marathons, including two for which she raised funds for the Leukemia and Lymphoma Society's Team in Training.
Ms. Utasi has been a panelist in a Leaders in Philanthropy lecture series sponsored by the Center on Philanthropy and Civil Society, The Graduate Center, The City University of New York. She grew up in Texas and received her BA in Political Science and BBA in Finance from Southern Methodist University. Ms. Utasi now enjoys living in New York City where she is an avid traveler as well as a runner.


Ms. Lisa M. ...

www.noiponline.org [cached]

Ms. Lisa M. Utasi President ClearBridge Investments

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