Team

Lu Chang, CFA®, FRM, CAIA
Chief Risk Officer

Ms. Chang is the Chief Risk Officer at Angel Oak Capital Advisors where she oversees all risk management efforts for the firm. She chairs the firm’s Risk Management Committee and Valuation Committee, as well as serves as the secretary of the Investment Committee and the secretary of Angel Oak Funds Trust.

Ms. Chang has over 13 years of experience with both buy-side and sell-side firms. Prior to joining Angel Oak, she was a finance manager at Wells Fargo focusing on corporate-wide liquidity risk. Previously, she served as a senior research analyst at Evergreen Investments, covering fund of hedge funds, managed futures, real estate, and commodity funds for a $5 billion alternative investment portfolio. Before Evergreen, Ms. Chang was a Vice President at Wachovia Securities, where she published white papers to provide Financial Advisors with investment recommendations on alternative investments. At Wachovia, she also worked as a senior credit risk officer supporting the fixed income trading desk.

Ms. Chang holds a B.A. in Finance from Wuhan University, an M.A. in Sociology from University of Oklahoma, and an M.B.A from College of William and Mary, where she graduated with distinction, Beta Gamma Sigma. She holds the Chartered Financial Analyst (CFA), the Financial Risk Manager (FRM), and the Chartered Alternative Investment Analyst (CAIA) designation.