Steven Lu

Steven Lu is an experienced financial professional specializing in technology investment banking, particularly in software coverage. Currently serving as Vice President at Evercore since April 2022, Steven previously held a similar role at Citi from July 2016 to April 2022. Earlier in a career at KPMG Corporate Finance LLC, Steven progressed from Associate to Manager, focusing on middle-market technology mergers and acquisitions, private placements, and corporate finance advisory. Steven holds an M.B.A. in Finance from UCLA Anderson School of Management and a B.S. in Managerial Economics from the University of California, Davis.