Justin Lu

Director/Board Member at SCHOOL SPECIALTY, LLC

55 year

Finance

Consumer Services

Retail Trade

Profile

Mr. Justin Lu, CFA MBA, is an Independent Director at School Specialty, Inc. and a President at Levfin Advisors LLC.
He is on the Board of Directors at School Specialty, Inc. Mr. Lu was previously employed as an Assistant Portfolio Manager by Zazove Associates LLC and an Associate by Merrill Lynch & Co., Inc. /Old/.
He received his undergraduate degree from Dartmouth College, a graduate degree from The Trustees of Columbia University in The City of New York and an MBA from The Trustees of Columbia University in The City of New York.

Justin Lu active positions

Companies	Position	Start
SCHOOL SPECIALTY, LLC	Director/Board Member	01/07/2013
Levfin Advisors LLC	President	-

All active positions of Justin Lu

Former positions of Justin Lu

Companies	Position	End
Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services	Corporate Officer/Principal	31/12/2001
Zazove Associates LLC Zazove Associates LLC Investment ManagersFinance Zazove Associates manages a broad range of convertible strategies and invests across the credit spectrum and around the globe. Their highly disciplined and repeatable approach to convertible investing has allowed them to meet their clients’ long-term objective of generating equity-like returns with significantly less risk over a full market cycle.	Analyst-Fixed Income	-

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Training of Justin Lu

Experiences
Positions held

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Inactive

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Private companies

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Connections

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Linked companies

Private companies	6
Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services	Finance
School Specialty, Inc. School Specialty, Inc. Specialty StoresRetail Trade Operates as a school supply store	Retail Trade
Zazove Associates LLC Zazove Associates LLC Investment ManagersFinance Zazove Associates manages a broad range of convertible strategies and invests across the credit spectrum and around the globe. Their highly disciplined and repeatable approach to convertible investing has allowed them to meet their clients’ long-term objective of generating equity-like returns with significantly less risk over a full market cycle.	Finance
The Trustees of Columbia University in The City of New York The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Dartmouth College Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Levfin Advisors LLC

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