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
Dinkar Jetley
Advisory Board Member
Dinkar is a co-founder of Pivot Investments Partners, an investment firm of CEO-level operating executives who have grown and transformed financial services businesses around the world.
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Martin Beaulieu
Advisory Board Member
Martin brings more than 36 years of financial services and investment industry experience to Convergency Partners.
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Brenna Garratt
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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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