Carter Lo

Carter Lo, CFA has extensive work experience in the finance industry. Carter started their career as an Analyst in the UHNW China Sales team at UBS in 2015. In 2016, they joined Morgan Stanley as an Associate in the China Sales team for Private Wealth Management. At Morgan Stanley, they worked on the China Sales team until 2019. In 2019, they transitioned to Sumscope as a Senior Sales Manager, focusing on Institutional Sales for China Rates and Credit. Carter eventually became the Head of Overseas Sales at Sumscope.

Carter Lo, CFA has an Executive Management Program, Alumni Status from the University of Cambridge in 2014-2015, an MSc in Finance from Imperial College London in 2013-2014, and a Bachelor's degree in Economics and Finance from The University of Hong Kong in 2010-2013. Carter is a CFA Charterholder, obtained in 2019, and holds HKMA and SFC Licences, both obtained in 2016.