Ethan Lu

Fractional CFO for Founder-Led Companies

I'm a Partner at Phoenix Strategy Group, where I work as a fractional CFO helping founder-led companies maximize their exit value. Today I oversee more than $200M in client enterprise value, and I've been part of multiple eight-figure exits.

Family Office Investing and Data Science

Before PSG, I was an asset manager and investor for a family office in San Diego, where I sat on the investment committee and managed assets totaling more than $1B. I'm also a data scientist specializing in finance and operational excellence, with a B.S. in Mathematics and a minor in Accounting from UC San Diego. Along the way I've:

‍Overseen more than $200M in client enterprise value
Been part of multiple eight-figure exits
Managed more than $1B in family office assets
Written for Forbes on M&A and building startup growth engines

Outside Work

In my free time I advise and invest in early-stage startups. I care about building strong relationships with founders and their teams, and about using data to find the opportunities that help growing ventures succeed.