Profile
Mr. Joseph Lu, CFA, is Associate Portfolio Manager at The Elements Financial Group LLC.
Mr. Lu was previously employed as Project Manager by Ares Management LLC and an Analyst by Kayne Anderson Rudnick Investment Management LLC.
He received his BS degree in Computer and Information Sciences from the University of California, Irvine.
Former positions of Joseph Lu
Companies | Position | End |
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Ares Management LLC
Ares Management LLC Investment ManagersFinance Ares Management LLC is a SEC-registered investment advisor and global alternative investment manager headquartered in Los Angeles, California. The firm was founded in 1997 by Merritt Hooper, John Kissick and Antony Ressler. They are a subsidiary of Ares Management Holdings LP and their ultimate parent is Ares Management Corp. (NYSE: ARES). Ares Management provides investment advice to various pooled investment vehicles, other separately managed accounts and other institutional clients. | Corporate Officer/Principal | 2012-12-30 |
Kayne Anderson Rudnick Investment Management LLC
Kayne Anderson Rudnick Investment Management LLC Investment ManagersFinance Kayne Anderson Rudnick Investment Management LLC (KAR) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded by Richard Kayne, John Anderson and Allan Rudnick in 1984. They are a direct subsidiary of Virtus Partners, Inc., ultimately held by Virtus Investment Partners, Inc. (NASDAQ: VRTS). KAR provides investment management and wealth advisory solutions to institutional, broker-dealer and high-net-worth clients. | Corporate Officer/Principal | - |
Pacific Financial Group LLC
Pacific Financial Group LLC Investment ManagersFinance The Pacific Financial Group LLC (TPFG) is an independent, SEC-registered investment adviser headquartered in Bellevue, Washington. The firm was founded by Nicholas "Nick” Scalzo in 2006 as The Elements Financial Group LLC and changed their name to Pacific Financial Group LLC in 2019. TPFG offers discretionary investment advisory services to individuals, high-net worth individuals, trusts, estates and individual participants of retirement plans. | Analyst-Equity | - |
Training of Joseph Lu
University of California, Irvine | Undergraduate Degree |
Experiences
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Connections
1st degree connections
1st degree companies
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Female
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Linked companies
Private companies | 3 |
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Pacific Financial Group LLC
Pacific Financial Group LLC Investment ManagersFinance The Pacific Financial Group LLC (TPFG) is an independent, SEC-registered investment adviser headquartered in Bellevue, Washington. The firm was founded by Nicholas "Nick” Scalzo in 2006 as The Elements Financial Group LLC and changed their name to Pacific Financial Group LLC in 2019. TPFG offers discretionary investment advisory services to individuals, high-net worth individuals, trusts, estates and individual participants of retirement plans. | Finance |
Ares Management LLC
Ares Management LLC Investment ManagersFinance Ares Management LLC is a SEC-registered investment advisor and global alternative investment manager headquartered in Los Angeles, California. The firm was founded in 1997 by Merritt Hooper, John Kissick and Antony Ressler. They are a subsidiary of Ares Management Holdings LP and their ultimate parent is Ares Management Corp. (NYSE: ARES). Ares Management provides investment advice to various pooled investment vehicles, other separately managed accounts and other institutional clients. | Finance |
Kayne Anderson Rudnick Investment Management LLC
Kayne Anderson Rudnick Investment Management LLC Investment ManagersFinance Kayne Anderson Rudnick Investment Management LLC (KAR) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded by Richard Kayne, John Anderson and Allan Rudnick in 1984. They are a direct subsidiary of Virtus Partners, Inc., ultimately held by Virtus Investment Partners, Inc. (NASDAQ: VRTS). KAR provides investment management and wealth advisory solutions to institutional, broker-dealer and high-net-worth clients. | Finance |
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