CISE Industry Roundtable Speaker: Wei Lai, Senior Portfolio Engineer, Strategic Advisers, Inc. (SAI)

Wei Lai is a Senior Portfolio Engineer at Strategic Advisers, Inc. (SAI), a registered investment adviser and a Fidelity Investments company. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries. In this role, Dr. Lai manages customized, tax-sensitive portfolios and separately managed accounts (SMAs) for individual clients and trusts.

Prior to joining Fidelity in November 2015, Dr. Lai was a senior quantitative analyst at Columbia Threadneedle Investments and an equity quantitative analyst at RiverSource Investments. He has been in the investments industry since 2006.

Dr. Lai earned his bachelor of science degree in automatic control as well as his master of science degree in systems engineering, from Huazhong University of Science and Technology. He also earned his PhD in systems engineering from Boston University. Additionally, Dr. Lai is a CFA^® and a Chartered Alternative Investment Analyst (CAIA) charterholder.

Faculty Host: Ioannis Paschalidis