Lucy Newman

INVESTMENT ANALYST

Lucy is an Investment Analyst at Occam, supporting community foundations that connect capital to community impact. A former Chemist with a BA in Biology from Carleton College, she brings an analytical, research-driven lens to her work. Before Occam, she spent several years at Sellwood Investment Partners, where she conducted investment manager and capital markets research. She is a Chartered Financial Analyst (CFA) and a member of the CFA Society of Portland.

Pronouns: She/Her/Hers
Contact: lucy@occamadvisors.com

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