Jack Lo

Senior Associate, Wealth Management Group at Dimensional Fund Advisors

Jack Lo, CFA, is a seasoned finance professional with extensive experience in investment management and advisory services. As a Senior Associate in the Wealth Management Group at Dimensional Fund Advisors since August 2022, Jack Lo focuses on strategic asset allocation and trading ideas for a diverse clientele. Prior to this, Jack Lo was the Vice President of Investment Advisory at LCA Solutions Limited, where responsibilities included developing trading strategies and supporting portfolio management for ultra-high-net-worth and high-net-worth clients. Previous roles at Credit Suisse, HSBC, Vanguard, and F&C Asset Management involved client portfolio management, equity specialization, product promotion, and business development across Asia. Jack Lo holds a degree in Economics and Finance from The University of Hong Kong.

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