Michael Lu

Michael Lu has a diverse work experience starting in 2000 with roles in Xerox as a Mechanical Engineer and Financial Planner and Analyst. From 2010 to 2013, they pursued a full-time MBA at the Simon Graduate School of Business, University of Rochester. Michael then joined Citi, where they worked as a Senior Equity Research Associate and AVP, Treasury Finance Solutions. In 2015, they moved to Empire Valuation Consultants as a Senior Valuation Consultant specializing in the valuation of carried interests and limited partnership interests. In 2018, they joined PGIM Real Estate as a Director, focusing on Portfolio Analytics. Currently, they are working at CBRE Investment Management as a Director and Deputy Portfolio Manager in the U.S. Credit Strategies department.

Michael Lu completed their education in a chronological order. Michael attended Penfield High School from 1992 to 1995. After graduating from high school, they enrolled in Michigan State University and obtained a Bachelor of Science (B.S.) degree in Mechanical Engineering from 1995 to 1999. Following that, they pursued further studies at the University of Rochester, where they completed a Master of Science (M.S.) degree in Mechanical Engineering from 2001 to 2004.

In 2010, Michael Lu joined the University of Rochester - Simon Business School and completed a Master of Business Administration (M.B.A.) degree with a focus on Finance and Corporate Accounting in 2013.

In addition to their formal education, Michael Lu has obtained several certifications. In January 2014, they obtained the Series 7 certification and in March 2014, they obtained the Series 86 certification. Furthermore, in April 2014, they obtained the Series 87 certification. Michael also holds a series 63 certification, obtained in January 2014. Finally, they have a DfLss Green Belt certification, but the specific details such as the institution and the year of obtaining are not available.