Justin Lu

Justin Lu, CFA, currently serves as the VP of Asset-Liability Management at OCCU | Oregon Community Credit Union, focusing on balance sheet strategies and managing interest rate and liquidity risks. Previously, Justin held the position of VP and Treasurer at Patelco Credit Union, where responsibilities included overseeing treasury activities for a $9 billion asset credit union and participating as a voting member on critical committees. Justin's experience also encompasses roles such as VP and Portfolio Manager at Westamerica Bank, Director at School Specialty, Inc., Partner at Zazove Associates, and Associate in Investment Banking at Merrill Lynch. Justin holds an MBA from Columbia Business School, a JD from Columbia Law School, and a BA in Economics and Mathematics from Dartmouth College.