Xuwen Lu

Xuwen (Winnie) Lu has extensive experience in finance, currently serving as a Summer Financial Analyst at Whiteoak Global Capital since June 2014, focusing on private equity acquisition and consolidation strategies for aerospace and defense. In addition, Xuwen is an Investment Analyst at Tulane University's Darwin Fenner Fund, managing a $3.25 million endowment portfolio and developing investment strategies. Previous roles include writing equity research reports and participating in securities underwriting at Caitong Securities Ltd, along with audit work at PwC. Xuwen holds a Master of Science in Finance from Tulane University and a BA in Finance, Accounting, and Management from Nottingham University Business School.