Leah Zell

Leah Joy Zell (born 1941) is a Polish American business executive and chartered financial analyst. She specializes in international investing in the international small-cap category.[1][2] She is the founder of Lizard Investors LLC.

Early Life and Education

Zell was born in Poland to Rochelle and Berek Zielonka. Along with her parents she fled Poland just before the German invasion in 1939.[3] The family immigrated to the United States, living first in Seattle before settling in Chicago. Once in Chicago, Berek Zielonka (later known as Bernard) changed the family name to Zell. She has one brother, Samuel Zell who is an American Businessman.

Zell attended Harvard University, graduating with a B.A. and later a Ph.D. in European social and economic history.[4][5]

Career

In 1979, Zell worked at Lehman Brothers. as a financial analyist.

Zell managed several investment portfolios at Wanger Asset Management, a firm she co‐founded with her husband Ralph Wanger. One of these, set up in 1992, was the Acorn International Fund.[6][7] She retired from this position in 2003.[8]

Zell joined the executive committee of the Chicago Council on Global Affairs in 2004, and served as its treasurer.

In 2008, Zell founded the firm Lizard Investments, with offices in the Tribune Tower in Chicago.[9]

She has made appeared on various media appearances to share her expertise.[6] This includes CNBC’sSquawk Box” on August 28, 2013 [10] where she discussed emerging markets and CNBC’s “What’s Working” on May 13, 2013 [11] where she discussed international investing. Her advice also appeared in the book, A Woman's Guide to Savvy Investing by Marsha Bertrand.[12]

Zell 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,[13] Barron’s,[6][14] The Financial Times, Money Magazine, Business Week, Pension Management, The New York Times, The Wall Street Journal,[15] Working Women, Smart Money, US News & World Reports and Investment News.

In 2015, Zell is a director of the Horton Trust Company. She is also a member of several advisory committees, including the Council on Foreign Relations, the Harvard Global Advisory Council and the Radcliffe Institute Dean’s Advisory Council.

References

  1. John H. Christy (October 30, 2000). "Queen of Small Caps". Forbes Magazine.
  2. Meredith A. Jones (28 April 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. John F. Wasik (13 May 2014). The Bear-Proof Investor: Prospering Safely in Any Market. Henry Holt and Company. pp. 137–. ISBN 978-1-4668-7102-1.
  5. "Harvard Board of Overseers Announces Election Results". Harvard University Gazette.
  6. 1 2 3 M. Jocelyn Armstrong; R. Warwick Armstrong; Kent Mulliner (12 October 2012). Chinese Populations in Contemporary Southeast Asian Societies: Identities, Interdependence and International Influence. Routledge. pp. 245–. ISBN 978-1-136-12354-2.
  7. Kiplinger Washington Editors, Inc. (July 2003). Kiplinger's Personal Finance. Kiplinger Washington Editors, Inc. pp. 33–. ISSN 1528-9729.
  8. "Two Wanger Stock-Pickers Join Crowd Leaving Industry". By Ian McDonald The Wall Street Journal Online, May 1, 2003
  9. "Zell sis takes ex-CEO digs in Trib Tower". Craine's, By: Eddie Baeb June 12, 2008
  10. "Bottom in Emerging Markets Near; Fund Manager". CNBC Squawk Box. Retrieved February 28, 2014.
  11. "Searching For Overseas Investment Bargins". CNBC What's Working. Retrieved March 2, 2014.
  12. "A Woman's Guide to Savvy Investing". Publishers Weekly
  13. "Leah Zell says private equity exits can be profitable". Financial Review, Apr 28 2015
  14. "The Long and Short of Sohn London". Barron's By Jonathan Buck November 22, 2014
  15. "The Overlooked Small Cap Sector Merits Attention From Investors". By Jo Wrighton Staff Reporter of The Wall Street Journal, Nov. 17, 2000
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