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

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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

2024 Outlook: Home Health, Hospice and Personal Care

Authors: Daniel I. Levin, CFA, ASA and Nicholas J. Janiga, ASA Download the PDFThe home care sector, which includes Medicare-certified home health, hospice, personal care, and other specialty providers, represents an attractive investment opportunity for financial and...

2024 Outlook: Diagnostic Imaging Centers and Radiology Practices

Author: Daniel I. Levin, CFA, ASA and Nicholas J. Janiga, ASA Download the PDFHealthCare Appraisers has recently observed interest from a wide range of clients on various radiology transactions, including joint venture formation, hospital outpatient department...

Upcoming Events

Jun 24-26 | AHLA Annual Meeting

About the Annual Meeting   Washington, DC | HealthCare Appraisers Attendees: Matt Muller, Richard M. Vengazo, MBA, David Lo, CFA, ASA and Jamie McIntyre. Attending AHLA's Annual Meeting will provide you with the most current information and in-depth analysis on a...