Leah Zell

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Leah Joy Zell
Born1949 (age 75–76)
Chicago
Alma materHarvard University
Known forFounder and Lead Portfolio Manager of Lizard Investors LLC.

Leah Joy Zell (born 1949) is an American business executive and chartered financial analyst. She specializes in international investing in the international small-cap category. [1] [2] She is the Founder and Lead Portfolio Manager of Lizard Investors LLC.

Contents

Early life and education

Zell was born in Chicago, Illinois, to Ruchla and Berek Zielonka, Jewish Polish refugees who fled Poland at the onset of World War II. >Johnson, B. (2009). Money Talks, Bullsh*t Walks: Inside the Contrarian Mind of Billionaire Mogul Sam Zell. Penguin Publishing Group. ISBN   978-1-101-16320-7 . Retrieved February 24, 2023.</ref> [3] [4] The family immigrated to the United States in 1941, settling in Chicago. Once in Chicago, Berek Zielonka (later known as Bernard) changed the family name to Zell. She has one sister, Julie, who was born in Poland, and one brother, Samuel Zell, an American businessman who died in 2023. [4]

Zell attended Harvard University, graduating Magna Cum Laude and Phi Beta Kappa in 1972. [5] She received her PhD in Modern European Social and Economic history from Harvard University in 1979, where she won Woodrow Wilson, Fulbright (DAAD), and Krupp Foundation fellowships. [6] Zell received her CFA designation in 1987.

Career

In 1979, Zell began her career at Lehman Brothers as a financial analyst.

From 1992 to 2005, Zell managed several investment portfolios at Wanger Asset Management, a firm she co‐founded with her then-husband, Ralph Wanger. While there, Zell acted as Head of International Equities and as Lead Portfolio Manager of Acorn International Fund. [7] [8] She left her position with the Acorn Fund in 2003. [9]

Zell founded Lizard Investors LLC in 2008, with offices in the Tribune Tower in Chicago. [10] The firm has since moved to the Chicago Equitable Building.

She has made various media appearances to share her expertise. [7] These include CNBC's "Squawk Box" on August 28, 2013 [11] to discuss emerging markets, and CNBC's "What’s Working" on May 13, 2013 [12] to discuss international investing. Her advice also appeared in the book, A Woman's Guide to Savvy Investing by Marsha Bertrand. [13]

Zell has been featured and/or quoted as a financial analyst on Wall Street Week and Chicago Tonight, and in various newspapers and magazines, including Australian Financial Review, [14] Barron's, [7] [15] The Financial Times, Money Magazine, Business Week, Pension Management, The New York Times, The Wall Street Journal, [16] Working Women, Smart Money, U.S. News & World Report and Investment News.

Zell is a member of the Board of Directors of the International Rescue Committee and a Trustee of the American Academy in Berlin. She is also a member of the New York Council on Foreign Relations and a Senior Fellow at Harvard's Center for European Studies. Previously, she served on the Board of Overseers of Harvard University, the Board of Trustees of the German Marshall Fund, and the Board of the Chicago Council on Global Affairs.

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References

  1. ↑ John H. Christy (October 30, 2000). "Queen of Small Caps". Forbes Magazine.
  2. ↑ Meredith A. Jones (April 28, 2015). Women of The Street: Why Female Money Managers Generate Higher Returns (and How You Can Too). Palgrave Macmillan. pp. 29–. ISBN   978-1-137-46291-6.
  3. ↑ Raphael, Marc (2008). The Columbia history of Jews and Judaism in America. Colombia. p. 237.
  4. 1 2 Stewart, Janet Kidd (December 10, 2000). "Family History Helps Drive Leah Zell's Zeal For Success". Chicago Tribune. Archived from the original on July 1, 2018. Retrieved March 23, 2018.
  5. ↑ John F. Wasik (May 13, 2014). The Bear-Proof Investor: Prospering Safely in Any Market. Henry Holt and Company. pp. 137–. ISBN   978-1-4668-7102-1.
  6. ↑ "Harvard Board of Overseers Announces Election Results". Harvard University Gazette.
  7. 1 2 3 M. Jocelyn Armstrong; R. Warwick Armstrong; Kent Mulliner (October 12, 2012). Chinese Populations in Contemporary Southeast Asian Societies: Identities, Interdependence and International Influence. Routledge. pp. 245–. ISBN   978-1-136-12354-2.
  8. ↑ "Kiplinger's Personal Finance". Kiplinger's Personal Finance Magazine: 33–. July 2003. ISSN   1528-9729.
  9. ↑ "Two Wanger Stock-Pickers Join Crowd Leaving Industry". By Ian McDonald The Wall Street Journal Online, May 1, 2003
  10. ↑ "Zell sis takes ex-CEO digs in Trib Tower". Craine's, By: Eddie Baeb June 12, 2008
  11. ↑ "Bottom in Emerging Markets Near; Fund Manager". CNBC Squawk Box. August 28, 2013. Retrieved February 28, 2014.
  12. ↑ "Searching For Overseas Investment Bargins". CNBC What's Working. Retrieved March 2, 2014.
  13. ↑ "A Woman's Guide to Savvy Investing". Publishers Weekly
  14. ↑ "Leah Zell says private equity exits can be profitable". Financial Review, April 28, 2015
  15. ↑ "The Long and Short of Sohn London". Barron's By Jonathan Buck November 22, 2014
  16. ↑ "The Overlooked Small Cap Sector Merits Attention From Investors". By Jo Wrighton Staff Reporter of The Wall Street Journal, November 17, 2000
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