Justin Lu

Director/Board Member at SCHOOL SPECIALTY, LLC

53 year

Finance

Consumer Services

Distribution Services

Profile

Justin Lu is an Independent Director at School Specialty, Inc. since 2013 and also holds the position of President at Levfin Advisors LLC.
Previously, he worked as an Associate at Merrill Lynch & Co., Inc. from 1998 to 2001 and as an Assistant Portfolio Manager at Zazove Associates LLC.
Mr. Lu completed his undergraduate degree from Dartmouth College in 1992 and received his graduate degree and MBA from The Trustees of Columbia University in The City of New York in 1996 and 1998 respectively.

Justin Lu active positions

Companies	Position	Start
SCHOOL SPECIALTY, LLC	Director/Board Member	2013-06-30
Levfin Advisors LLC	President	-

All active positions of Justin Lu

Former positions of Justin Lu

Companies	Position	End
Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	Corporate Officer/Principal	2001-12-30
Zazove Associates LLC Zazove Associates LLC Investment ManagersFinance Zazove Associates LLC is a SEC-registered investment advisor headquartered in Incline Village, Nevada with an additional office in Northbrook, Illinois. The firm was founded by Dr. Earl Zazove in 1971 and is a subsidiary of Zazove Associates, Inc. Zazove Associates manages portfolios for a wide variety of clients, which includes insurance companies, public and private pension plans, foundations, endowments, trusts, high net-worth individuals and private investment funds.	Analyst-Fixed Income	-

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Training of Justin Lu

The Trustees of Columbia University in The City of New York	Graduate Degree
Dartmouth College	Undergraduate Degree

Experiences
Positions held

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Connections

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Linked companies

Listed companies	1
SCHOOL SPECIALTY, LLC	Distribution Services

Private companies	3
Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	Finance
Zazove Associates LLC Zazove Associates LLC Investment ManagersFinance Zazove Associates LLC is a SEC-registered investment advisor headquartered in Incline Village, Nevada with an additional office in Northbrook, Illinois. The firm was founded by Dr. Earl Zazove in 1971 and is a subsidiary of Zazove Associates, Inc. Zazove Associates manages portfolios for a wide variety of clients, which includes insurance companies, public and private pension plans, foundations, endowments, trusts, high net-worth individuals and private investment funds.	Finance
Levfin Advisors LLC

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