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 Update: Physical Therapy Clinics & Centers

Authors: David Y. Lo, CFA, ASA and Nicholas J. Janiga, ASA Download the PDFThe physical therapy industry continues to see growing activity and investment. Most recently ATI Physical Therapy went public through a merger with a special purpose acquisition company,...

Avoiding Red Flags in Medical Directorships – A Valuator’s Guide

Authors: Fred Lara, CFA, ASA, CVA and Kevin Obletz, JD, CVAOriginally published by the American Association of Provider Compensation Professionals. "The cornerstones of regulatory compliance, the concepts of commercial reasonableness and fair market value (“FMV”) are...

HealthCare Appraisers, Inc. Appoints New Chief DEI Officer

BOCA RATON, Fla., August 30, 2021 – Andrea Ferrari, JD, MPH, has been appointed Chief Diversity, Equity and Inclusion Officer for Healthcare Appraisers, Inc. In this position, Ms. Ferrari will lead Healthcare Appraisers’ diversity, equity and inclusion strategies....

Upcoming Events