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

Martin Beaulieu

Advisory Board Member

Martin brings more than 36 years of financial services and investment industry experience to Convergency Partners.

View Full Bio

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.

View Full Bio

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.

View Full Bio

How Can We Help?

Send us an Email