David Lo, CFA, ASA

Director

Office: Denver

Main: (303) 688-0700
Direct: (303) 566-3195

Email: dlo@hcfmv.com

 

David Lo is a Director in the Denver office.

Lo is a Director in HealthCare Appraisers’ Denver office, where he has been providing his clients analysis and consultation in business valuation, intellectual property, litigation support, and healthcare provider compensation relationships since 2014.  Prior to joining HealthCare Appraisers, Lo gained experience in investment analysis and the healthcare industry through internships with a non-profit health maintenance organization and a middle market private equity firm.

Lo earned a Bachelor of Business Administration degree in 2014 from the Seidman College of Business at Grand Valley State University, with a dual major in finance and economics.  Lo also earned a minor in math through the College of Liberal Arts and Science at Grand Valley State University.  Lo is a CFA charterholder and an Accredited Senior Appraiser (ASA) in business valuation.

PRACTICE AREA

  • Business Valuation

PUBLICATIONS AND PRESENTATIONS

EDUCATION

  • Seidman College of Business, Grand Valley State University, Grand Rapids, MI, Bachelor of Business Administration – Majors: Finance and Economics; Minor: Math

CREDENTIALS

  • Chartered Financial Analyst, CFA Institute
  • Accredited Senior Appraiser (ASA) in Business Valuation, American Society of Appraisers

PRIOR PROFESSIONAL AFFILIATIONS

  • Intern, Braeburn Wealth Management
  • Intern, Blue Care Network
  • Intern, Blackford Capital, LLC
  • Intern, Marcus & Millichap

Recent Insights

Shift-Based Providers and Cost Efficiency: Rethinking the Premise

Authors: Andrew Worthington and James R. Hills, CPA/ABV Download the PDFORIGINALLY PUBLISHED BY THE AMERICAN ASSOCIATION OF PROVIDER COMPENSATION PROFESSIONALS HOSPITAL-BASED CARE Due to requirements set forth by the Emergency Medical Treatment and Labor ACT...

Upcoming Events

Jan 30-Feb 1 | AHLA Physicians and Hospitals Law Institute

Renaissance Orlando at Sea World, Orlando, FL HealthCare Appraisers is a proud Gold Sponsor. ABOUT THE INSTITUTE In-house and outside counsel, compliance officers, privacy officers, reimbursement specialists, accountants, consultants, and others who advise physicians...

Feb 2-4 | Hall Render Practical Health Retreat 2023

February 2-4, 2023 | Sarasota, FL HealthCare Appraisers will be attending the Hall Render Practical Health Retreat 2023. Programming will be tailored specifically for health care executive leaders and leadership teams. Sessions will be led by national health care...

Feb 26-28 | ELFA Equipment Management Conference & Exhibition

February 26-28, 2023 | Orlando, FL HealthCare Appraisers will be exhibiting at booth #2 at the Equipment Leasing and Finance Association's Equipment Management Conference & Exhibition. Serving Equipment Management Professionals for Over a Quarter of a Century...

Mar 1-3 | 2023 NIC Spring Conference

March 1-3, 2023 | San Diego, CA HealthCare Appraisers will be attending the 2023 National Investment Center (NIC) for Senior Housing & Care 2023 Spring Conference. The National Investment Center for Seniors Housing & Care (NIC) is a nonprofit 501(c)(3)...