Marcus (Mingkai) Lyu, CFA has a diverse work experience starting as an intern at Hwabao Trust in 2013, followed by roles at the Internal Revenue Service, PwC, CITIC Securities, CHINA CITIC BANK, and Deloitte. Currently, they hold the position of Senior Analyst at Palm Tree LLC, where they have progressed through various roles since joining in 2021.
Marcus (Mingkai) Lyu, CFA earned a Bachelor's degree in Business & Economics from UCLA in 2016. Marcus (Mingkai) then pursued a Master of Science degree in Finance - STEM Certified at the University of Rochester - Simon Business School from 2017 to 2018. Marcus (Mingkai) also holds the Chartered Financial Analyst (CFA) certification, obtained in 2022, and is an inactive CPA, having obtained this certification from the California Board of Accountancy in November 2018. Additionally, they are certified in VITA/TCE by the Internal Revenue Service.
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