Lu is a Principal at 1919 Investment Counsel. In her role as a Senior Client Advisor, Lu works with individuals, families, foundations, and endowments, delivering comprehensive investment counsel. Her primary focus is on understanding each client’s unique goals in order to develop and implement tailored solutions to meet their long-term wealth and investment objectives. Lu is also a member of the Women & Wealth Leadership Team and the Financial Planning Team.

Prior to joining the firm, Lu was a Financial Planning Specialist at UBS Financial Services, Inc., where she worked with financial advisors to deliver financial planning to clients.

In her spare time, Lu enjoys rock climbing, hiking, running, and traveling.

Lu received her B.A. in English and Psychology from Barnard College. She is also a CFA Charterholder and a CFP® professional.