Jeff Lu

Jeff Lu, CFA, is an experienced investment professional currently serving as an Investment Analyst at SCS Financial since January 2022, focusing on portfolio advisory and investment analytics. Prior to this role, Jeff worked at J.P. Morgan from September 2019 to January 2022, holding positions as an Associate and Senior Analyst. Jeff's career began at State Street, where responsibilities as an Investment Performance Analyst and Corporate Action Associate were undertaken from December 2017 to August 2019. Jeff holds a Bachelor of Commerce in Finance with Honors from York University, completed in 2017.