Caroline Lu

Caroline (Yujing) Lu, CFA, currently serves as Principal at UHY LLP, a leading professional services firm specializing in audit, tax, consulting, and advisory services for the middle market. Prior to this role, Caroline was Director at WilliamsMarston LLC and worked in Transaction Advisory Services at EY, where expertise in valuation analysis was applied for strategic planning, mergers, acquisitions, and other financial activities. Additionally, Caroline held the position of Senior Financial Analyst/Project Manager at Fresenius Medical Care, focusing on extensive valuation analysis for numerous potential transactions. Caroline holds dual master's degrees in Finance and Real Estate Development from Texas A&M University, along with education from the University of Sydney.