2004-present (21 years)

Howard Lu
Chief Executive Officer & Portfolio Manager at First Wilshire Securities Management
Howard Lu Email & Phone number
Howard Lu Current Workplace
Address
1214 E Green St Ste 104, Pasadena, California, 91106, United States
Corporate
(626) 796-6622
Number of Employees
16
Industry
Howard Lu Work Experience Summary
Number of companies worked for
5Average duration at a company (years)
5Number of job titles
5About 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
First Wilshire Securities Management
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
5Average duration at a company (years)
5Number of job titles
5Recent News About Howard Lu
Team - First Wilshire Securities Management
Howard Lu , CFA CEO, Portfolio Manager Howard Lu , CFA CEO, Portfolio Manager Mr. Lu is the president, CEO, and portfolio manager of First Wil...News & Commentary - First Wilshire Securities Management
First Wilshire's Howard Lu provides insight on small-cap stocks to Barron's First Wilshire's Howard Lu , portfolio manager and director of research,...First Wilshire's Howard Lu provides insight on small-cap stocks to Barron's - First Wilshire Securities Management
First Wilshire's Howard Lu provides insight on small-cap stocks to Barron's Posted on October 9, 2018 October 9, 2018 First Wilshire's Howard Lu , p...Team - First Wilshire Securities Management
Howard Lu , CFA® Director of Research Howard Lu , who heads First Wilshire's Research Department, serves as a member of the Investment Committee a...
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Frequently Asked Questions Regarding 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...