Board Advisor | Scaling for Growth | Strategic Insights that Drive Valuation @ CL Advisory Group (January 2018 - Present)
Non Executive Director, Investment Committee @ (August 2016 - May 2019)
Public Equities Investment Officer @ (January 2017 - December 2017)
Executive Director - Enterprise Level Financial and Strategic Oversight @ (April 2011 - April 2013)
Senior Investment Analyst | Distilling Complexity into Key Valuation Insights @ (January 2004 - January 2005)
Global Investment Analyst - Technology: Medical and Communications Equipment | NY, London, Singapore @ (January 2000 - January 2003)
Managing Director - Head of Healthcare Equity Research | Industry Thought Leader @ (July 1995 - July 2000)
Senior Medical Technology Equity Research Analyst @ (July 1993 - July 1995)
Senior Medical Technology Equity Research Analyst @ (January 1993 - January 1995)
Equity Research Associate - Biotech, Medtech, and Healthcare Information Systems @ (January 1992 - January 1993)
Charlene Lu Education
The Wharton School
BSEcon (Finance)
University of Pennsylvania
Bachelor of Applied Science - BASc (Systems Engineering)
Charlene Lu Summary
Charlene Lu, based in Philadelphia, PA, US, is currently a Independent Director, Investment Committee at Hagley Museum and Library. Charlene Lu brings experience from previous roles at CL Advisory Group, Ms. Foundation for Women, Washington State Investment Board and Comcast. Charlene Lu holds a BSEcon in Finance @ The Wharton School. Charlene Lu has 1 emails and 1 mobile phone numbers on RocketReach.
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