Advisory Board Member

Bo Lu

About Bo

Bo Lu co-founded and served as CEO of FutureAdvisor, an industry leader in digital wealth management.

In 2015, BlackRock acquired FutureAdvisor, and Bo ran it as a business unit within BlackRock Solutions (BRS) for an additional four years.

Bo was recognized as a Technology Pioneer by the World Economic Forum in 2015 at Davos. Prior to co-founding FutureAdvisor Bo worked at Microsoft as a Product Manager, and from that work holds two patents in using social signals to optimize mobile computing. Bo majored in Computer Science at the University of Illinois Urbana-Champaign, graduating with Highest Honors. As an undergraduate, Bo co-authored two papers in peer-reviewed academic publications in the field of human-computer interaction.

Today Bo serves as COO of a new early stage startup in healthcare, Clipboard Health.

Some Other Advisory Board Members

Brenna Garratt

Advisory Board Member

As Sustena Group’s founder and CEO, Brenna leads multi-disciplinary teams to fulfill a wide range of strategic business-to-business brand development and go-to-market programs for their clients.

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Lawrence Bancroft

Advisory Board Member

Lawrence is a respected strategist and industry adviser. He has spent his career driving diversity, equity and inclusion in the asset management industry, mentoring, backing and incubating multiple asset managers and individual investments.

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Michael M. Carter

Advisory Board Member

Michael M. Carter is a serial technology and fintech software entrepreneur and angel investor who is best known for being the founder and CEO of BizEquity, the worlds largest provider of online and cloud-based business valuation data and services.

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