David Lo, CFA

Manager

Address: 4600 S. Syracuse Street, Suite 1050, Denver, CO 80237

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

Email: dlo@hcfmv.com

 

David Lo is a Manager in the Denver office.

Lo assists in a wide variety of healthcare valuation assignments.  Prior to joining HealthCare Appraisers, he gained experience in investment analysis and the healthcare industry through internships with Braeburn Wealth Management, Blue Care Network, Blackford Capital and Marcus & Millichap.

Lo earned a Bachelor of Business Administration degree from the Seidman College of Business at Grand Valley State University, with a dual major in finance and economics and a minor in mathematics.  He has been a CFA charterholder since August 2019.

PRACTICE AREA

  • Business Valuation

PUBLICATIONS AND PRESENTATIONS

  • Bytes to Bucks: The Valuation of Data, (co-author with Luis Argueso and Nicholas Janiga, ASA) August 2019
  • Panelist – Financial Health Checkup: The Current State of the ASC Marketplace, CASCA 2019 Rocky Mountain ASC Conference & Trade Show, Denver, Colorado, June 28, 2019

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

PRIOR PROFESSIONAL AFFILIATIONS

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