Ted Lu

Ted Lu is the Founder of Blackfield Capital Management, a private wealth management firm offering financial planning, investment management, and estate planning services. With 27 years of experience in finance, investing, and the operations of both mature businesses and startups, Ted serves as the Chief Investment Officer at Blackfield. His expertise includes investment management, portfolio construction, and alternative investments. Additionally, Ted leverages a range of valuable resources for his clients, such as lending and mortgages, trust and estate planning, sophisticated financial plans, and a network of vetted third-party service providers, including accountants, lawyers, and M&A advisors.