Evelyn Lu, CFA

Managing Director and Portfolio Manager

Evelyn joined the firm in 2014. Previously, she spent two years at Alpine Woods Capital Management researching global public equities in the consumer, healthcare, and real estate sectors. Prior to Alpine Woods, she was an investment banking analyst with BMO Capital Markets in the Healthcare Group and with Bank of America Merrill Lynch in the Financial Institutions Group. Evelyn graduated from Columbia University with a BA in Economics and Political Science and was a National Merit Scholar. She is a Chartered Financial Analyst and is fluent in Mandarin Chinese.