Agent

Ivy Lu, CPA

Deal Advisory & Valuations

CPA Ivy attended the University of Tulsa where she completed her Master of Finance program. She obtained her US CPA (licensed in Oklahoma and California) and is a Chartered Financial Analyst (CFA) candidate. She is fluent in Mandarin and English. She joined DSMA in December 2022 as Deal Advisory & Valuation.

Before joining the group, she was an assurance manager at E&Y, working on publicly traded companies in North America. She mainly served clients in oil & gas and private equity and wealth asset management industries and specialized in valuation as well as M&A transactions.

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