Howard LuA

Howard Lu

Chief Executive Officer & Portfolio Manager at First Wilshire Securities Management

Howard Lu Email & Phone number

Phone

(626) ***-****

Howard Lu Current Workplace

Address

Corporate

Number of Employees

Howard Lu Work Experience Summary

Number of companies worked for

5

Average duration at a company (years)

5

Number of job titles

5

About Howard Lu

Howard Lu is the Chief Executive Officer & Portfolio Manager at First Wilshire Securities Management based in Pasadena, California. Previously, Howard was the Data Scientist at RACV and also held positions at Intel, WTW, Department of Premier and Cabinet (Vic. Howard received a Bachelor of Science degree degree from University of California at Berkeley and a MBA from The Wharton School at the University of Pennsylvania.

Howard Lu Current Workplace

Founded in 1977, First Wilshire Securities Management specializes in serving high-net-worth individuals and institutional investors through a value investing philosophy. The firm focuses on identifying small-cap companies with strong growth prospects at attractive prices. First Wilshire is committed to delivering personalized client service and maintaining long-term relationships while providing access to experienced portfolio managers. With an emphasis on in-depth research, the company aims to achieve above-market returns for its clients.

Howard Lu Work Experience & Education

Number of companies worked for

5

Average duration at a company (years)

5

Number of job titles

5
Work Experience

Work Experience

Engineer

Intel

2023-2024

Data Scientist

RACV

2023-2024

Actuarial Analyst

WTW

2022-2022

Education

Education

Bachelor of Science degree - Electrical Engineering and Computer Science

University of California at Berkeley

MBA

The Wharton School at the University of Pennsylvania
Board Memberships & Affiliations

Board Memberships & Affiliations

Chartered & A Member Financial Analyst

CFA Institute

2023-2024

Org Chart - First Wilshire Securities Management

Profile Picture

Howard Lu

Chief Executive Officer & Portfolio...

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Frequently Asked Questions Regarding Howard Lu

What company does Howard Lu work for?
Howard Lu works for First Wilshire Securities Management as Chief Executive Officer & Portfolio Manager
What is Howard Lu’s role in First Wilshire Securities Management?
Howard Lu’s role in First Wilshire Securities Management is Chief Executive Officer & Portfolio Manager
What is Howard Lu’s email address?
Howard Lu’s email address is h***@firstwilshire.com
What is Howard Lu’s business email address?
Howard Lu’s business email address is h***@firstwilshire.com
What is Howard Lu’s direct phone number?
Howard Lu’s direct phone number is (626) ***-****
What is Howard Lu’s work phone number?
Howard Lu’s headquarters phone number is (626) 796-6622
What is Howard Lu’s latest job experience?
Howard Lu’s latest job experience is Engineer at Intel
What is Howard Lu’s latest education?
Howard Lu’s latest education in Bachelor of Science degree - Electrical Engineering and Computer Science at University of California at Berkeley
Which industry does Howard Lu work in?
Howard Lu works in the industry of Finance General, Finance.
Who are Howard Lu’s peers at other companies?
Howard Lu’s peers at other companies are Derek Batts, David Buckland, Troy Shaver, Kenneth Holley, Will Nasgovitz.
Who are Howard Lu’s colleagues?
Some of Howard Lu’s colleagues are Scott Hood, Bill Caton, Esther Johnson, Nicole Green.
How can I contact Howard Lu?
Howard Lu contact details: Email address: h***@firstwilshire.com Phone number: (626) ***-****
Who is Howard Lu?

Howard Lu is the Chief Executive Officer & Portfolio Manager at First Wilshire Securities Management based in Pasadena, California. Previously, Howard was the Data Scientist at RACV and also held positions at Intel, WTW, Department of Premier and Cabinet (Vic. Howard received a Bachelor of Science degree degree from University of California at Be... rkeley and a MBA from The Wharton School at the University of Pennsylvania.

Where is Howard Lu based?
Howard Lu works for First Wilshire Securities Management, located at United States
Who is First Wilshire Securities Management’s Chief Executive Officer & Portfolio Manager?
First Wilshire Securities Management's Chief Executive Officer & Portfolio Manager is Howard Lu