Alex Lu

Alex Lu is the Founder/CEO of PortF, a next-gen portfolio management system. PortF aims to bring together commercial, ESG, and Impact management in one platform by automating data collection through direct connections to source data. Prior to founding PortF in 2021, Alex worked as an Investment Director at West Coast Capital from 2015 to 2021. Before that, they served as a Portfolio Manager at J.P. Morgan from 2011 to 2014 and as a Fixed Income Trader at Barclays Investment Bank from 2005 to 2011.

Alex Lu attended the University of Waterloo from 2000 to 2005, where they pursued a degree in Electrical Engineering/Mathematics. In 2018, they enrolled in the Flatiron School to study Data Science. Additionally, in 2017 to 2018, they received continued education at the London Business School focusing on Executive Education in Finance. In 2018 and 2019, they attended the Flatiron School again to obtain a degree in Data Science.