Sharon Lu Email
President @ L&Y Global Consulting
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Sharon Lu Location
- New York, NY, US
Sharon Lu Work
- President @ (January 2025 - Present)
- Member @ (August 2025 - Present)
- Faculty Member @ (January 2024 - October 2024)
- Investment Advisor and Financial Planner @ (January 2023 - June 2024)
- Senior Financial Advisor @ (April 2021 - May 2022)
- Client Advisor Intern @ (February 2020 - April 2021)
- Financial Advisor @ (June 2018 - February 2020)
- Senior Management Roles | Multi-Industry, Cross-Border Operations @ Various Organizations (July 2006 - June 2018)
Sharon Lu Education
- Securities Institute of America
Series 66 - Uniform Combined State Law Examination (S66)
2023-2024 - Harvard Business School Online
Other; Certificate in Alternative Investments
2023-2023 - University of Windsor
Master's degree (Economics)
2013-2016 - Henan University of Finance and Economics
Bachelor's Degree (International Economics)
2005
Sharon Lu Skills
- Activist Investing
- Alternative Investments
- Analytical Skills
- Arbitrage
- Business Structure & Tax Planning
- Business Succession Planning
- Charitable Gift Planning
- Coaching & Mentoring
- Distress Investing
- Estate Planning
- Financial Planning
- Financial Risk Management
- Global Macro
- Hedge Funds
- Portfolio Management
- Private Debt
- Private Equity
- Quantitative Investing
- Real Estate
- Retirement Planning
- Secondaries
- Tax Planning
- Wealth Management
Sharon Lu Summary
- Sharon Lu, based in New York, NY, US, is currently a President at L&Y Global Consulting. Sharon Lu brings experience from previous roles at Virtual Advisory Board (VAB), FP Canada, RBC Wealth Management and CIBC. Sharon Lu holds a 2023 - 2024 Series 66 - Uniform Combined State Law Examination (S66) @ Securities Institute of America. With a robust skill set that includes Activist Investing, Alternative Investments, Analytical Skills, Arbitrage, Business Structure & Tax Planning and more. Sharon Lu has 1 emails on RocketReach.
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