Lisa Marie Utasi
President at Security Traders Association, Inc.
Profile
Ms. Lisa M.
Utasi is a Director & Senior Trader at ClearBridge Investments LLC, a Member at Finlogik, Inc. and a President at Security Traders Association, Inc. She joined the firm in December 2005.
She has over 38 years of investment industry experience.
She received her BA in Political Science and BBA in Finance from Southern Methodist University.
Lisa Marie Utasi active positions
| Companies | Position | Start |
|---|---|---|
| Security Traders Association, Inc. | President | 2011-04-19 |
Finlogik, Inc.
 Finlogik, Inc. Packaged SoftwareTechnology Services FinlogiK, Inc. engages in the development and provision pf financial software solutions. It offers investment engineering, data analysis, and self-directed investing. The company was founded on January 31, 2008 and is headquartered in Montreal, Canada. | Corporate Officer/Principal | 2011-04-19 |
ClearBridge Investments LLC
 ClearBridge Investments LLC Investment ManagersFinance ClearBridge Investments LLC is a SEC-registered investment advisor headquartered in New York City. They are a subsidiary of Legg Mason, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). The firm was founded in 2005 as ClearBridge Advisors, which operated through Citigroup Asset Management NA, and was acquired by Legg Mason that year. They changed their name to ClearBridge Investments LLC in 2012. ClearBridge Investments manages separate accounts for both institutional and retail clients. The firm also acts as adviser or sub-adviser to the ClearBridge Funds which are part of the Legg Mason family of mutual funds. | Trading-Equity | 2005-11-30 |
Training of Lisa Marie Utasi
| Southern Methodist University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
| Security Traders Association, Inc. | |
Finlogik, Inc.
Finlogik, Inc. Packaged SoftwareTechnology Services FinlogiK, Inc. engages in the development and provision pf financial software solutions. It offers investment engineering, data analysis, and self-directed investing. The company was founded on January 31, 2008 and is headquartered in Montreal, Canada. | Technology Services |
ClearBridge Investments LLC
ClearBridge Investments LLC Investment ManagersFinance ClearBridge Investments LLC is a SEC-registered investment advisor headquartered in New York City. They are a subsidiary of Legg Mason, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). The firm was founded in 2005 as ClearBridge Advisors, which operated through Citigroup Asset Management NA, and was acquired by Legg Mason that year. They changed their name to ClearBridge Investments LLC in 2012. ClearBridge Investments manages separate accounts for both institutional and retail clients. The firm also acts as adviser or sub-adviser to the ClearBridge Funds which are part of the Legg Mason family of mutual funds. | Finance |
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