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Ethan Lu

Data scientist, CFO, & family office investor. I code full-stack for fun since 15 yo.

Ethan Lu is a highly skilled professional in the technology and financial industry, currently serving as Partner and Data Science at Zodhi Co.1 He holds a bachelor's degree in Mathematics with a minor in Accounting from the University of California, San Diego.12

Ethan's professional experience includes:

  1. Partner & Data Science at Phoenix Strategy Group (January 2022 - Present)2
  2. Entrepreneur in Residence & Data Science at BrightZen (August 2021 - Present)2
  3. Council Member at Forbes Councils (February 2020 - Present)2
  4. Founder of SMB Finance (January 2021 - Present)2
  5. Former Chief Revenue Officer & Data Science at Trademarkia (May 2021 - August 2022)2

As an asset manager and investor for a family office in San Diego, Ethan was part of the investment committee managing assets totaling over $1B.12 He specializes in data science, finance, and operational excellence, helping early-stage startups capitalize on ideas and create MVPs with strong Go-To-Market strategies.12

Ethan is known for his expertise in fund management, data-driven decision-making, and applying principles of lean startups and blitz scaling to optimize operations and marketing.12 In his free time, he enjoys advising and investing in early-stage startups, focusing on building strong relationships with founders and teams.12

Highlights

Our Team - Phoenix Strategy Group
Our Team - Phoenix Strategy Group

Related Questions

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Ethan Lu
Ethan Lu, photo 1
Ethan Lu, photo 2
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Location

San Francisco Bay Area