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 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

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

2021 ASC Valuation and Benchmarking Surveys

HealthCare Appraisers' clients, please contact your representative for a complimentary copy of the 2021 ASC Valuation and Benchmarking Surveys. These surveys have become widely-utilized and valuable industry resources over the years, and we hope you enjoy the...

2021 Outlook: Diagnostic Imaging Centers and Radiology Practices

Authors: Daniel I. Levin, CFA, ASA and Nicholas J. Janiga, ASA Download the PDFThe imaging market in the United States is estimated to generate more than $100 billion[1] annually with radiology practices and imaging centers accounting for approximately $19 billion[2]...

Upcoming Events

Jun 14-19 | Tennessee Bar Association Annual Convention

Healthcare Appraisers is a proud sponsor for the 2021 Tennessee Bar Association Annual Convention. Full-Access Registration for the TBA Annual Convention includes in-person access to all major convention events and programs as well as access to additional virtual...