Howard Lu
Chief Executive Officer at First Wilshire Securities Management, Inc.
Profile
Mr. Howard Lu is a Research Analyst at First Wilshire Securities Management, Inc. He joined First Wilshire in 2004 as a research analyst, was promoted to portfolio manager in 2013, and to president and CEO in 2019.
Prior to joining First Wilshire, Mr. Lu worked as an engineer for Intel Corporation and two startups.
He received his Bachelor of Science degree in Electrical Engineering and Computer Science from University of California at Berkeley and an MBA from The Wharton School at the University of Pennsylvania.
He is a Chartered Financial Analyst and member of the CFA Institute.
Howard Lu active positions
| Companies | Position | Start |
|---|---|---|
First Wilshire Securities Management, Inc.
 First Wilshire Securities Management, Inc. Investment ManagersFinance First Wilshire Securities Management, Inc. (First Wilshire) is a SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. The firm was founded in 1977 and provides discretionary investment management service to separately managed accounts established by individuals, pension and profit-sharing plans, charitable organizations, corporations and other institutions. First Wilshire also manages two affiliated private funds. | Chief Executive Officer | 01/01/2019 |
Training of Howard Lu
| University of Pennsylvania | Undergraduate Degree |
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Linked companies
| Private companies | 1 |
|---|---|
First Wilshire Securities Management, Inc.
First Wilshire Securities Management, Inc. Investment ManagersFinance First Wilshire Securities Management, Inc. (First Wilshire) is a SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. The firm was founded in 1977 and provides discretionary investment management service to separately managed accounts established by individuals, pension and profit-sharing plans, charitable organizations, corporations and other institutions. First Wilshire also manages two affiliated private funds. | Finance |
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