Evelyn Lu

Analyst-Equity at American Capital Management, Inc.

Finance

Consumer Services

Profile

Ms. Evelyn Lu, CFA, is a Vice President & Portfolio Manager at American Capital Management, Inc. Previously, Ms. Lu was an Investment Analyst with Alpine Woods Capital Advisors, where she analyzed public securities in the Asian real estate, healthcare, and consumer sectors.
Prior to Alpine Woods, she was an Investment Banking analyst at BMO Capital Markets, where she analyzed strategic alternatives for healthcare services and medical device companies.
She started her career in the Investment Banking Division at Bank of America.
Ms. Lu graduated from Columbia University where she majored in Economics and Political Science and is a Chartered Financial Analyst.

Evelyn Lu active positions

Companies	Position	Start
American Capital Management, Inc. American Capital Management, Inc. Investment ManagersFinance American Capital Management, Inc. (ACM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Luke P. LaValle in 1980. ACM provides investment advice and portfolio management services primarily to high-net-worth individuals, corporations, foundations, IRAs and trusts. In addition, they also provide investment management services to one UCITs fund.	Analyst-Equity	-

All active positions of Evelyn Lu

Former positions of Evelyn Lu

Companies	Position	End
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).	Corporate Officer/Principal	-
BMO Capital Markets Corp. (Broker) BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.	Corporate Officer/Principal	-

See the detail of Evelyn Lu's experience

Training of Evelyn Lu

The Trustees of Columbia University in The City of New York

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Evelyn Lu's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	3
American Capital Management, Inc. American Capital Management, Inc. Investment ManagersFinance American Capital Management, Inc. (ACM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Luke P. LaValle in 1980. ACM provides investment advice and portfolio management services primarily to high-net-worth individuals, corporations, foundations, IRAs and trusts. In addition, they also provide investment management services to one UCITs fund.	Finance
BMO Capital Markets Corp. (Broker) BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.	Finance
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).	Finance

See company connections