Bo Lan
Bo is an Investment Analyst at Satovsky, where he specializes in investment research, trading, and portfolio management. He evaluates investment managers and individual securities, develops new investment ideas, and implements customized portfolio strategies for clients. Bo also works closely with advisors and regularly engages with clients on investment strategy and portfolio positioning.
Bo joined Satovsky in 2013. He earned a B.S. in Finance and Statistics from New York University and an MBA with Dean’s Honors from Columbia Business School.
A South Florida native, Bo is a lifelong supporter of the Miami Heat and Miami Dolphins. Outside the office, he enjoys reading science fiction and fantasy novels and volunteering with New York Cares.
What has driven you to your current career path?
I had an affinity for math and statistics growing up, so I was always naturally interested in markets and investing. I grew up with parents who taught me the importance of saving and investing, but I don’t think I appreciated their guidance enough until I experienced it firsthand during 2008. Wanting to help people through times like those really guided my decision to pursue this career path.
What is the best advice you’ve been given?
Be a good human – get the easy stuff right!