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

Lu is the Chief Risk and Operations Officer at Angel Oak Capital where she oversees all risk management and operation 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 the Angel Oak Funds Trust.

Lu has over 15 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, Lu 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.

Lu holds a B.A. degree in Finance from Wuhan University and an M.B.A from the 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.