I’m pleased to share an interview I did with Bo Lu, the CEO of FutureAdvisor. FutureAdvisor is an algorithmic money manager with sophisticated tools to help clients manage their money.
I was introduced to Bo through Sam Yount who used to work at Personal Capital as the VP of Marketing and now works at FutureAdvisor in the same capacity. Sam was the one who brought me in to Personal Capital’s Redwood City headquarters to speak to Bill Harris, CEO of Personal Capital and Jim Del Favero, CPO back in the summer of 2013 for an hour and a half. Now I’m fulfilling one of my bucket lists of working at a startup part-time thanks to Sam’s intro.
I invited Bo over to play tennis and chat about business in between games. I’m fascinated by the entrepreneur’s story and I hope you’ll find this interview insightful. Bo shares his thoughts about the future of the online wealth management business, immigrating to America, why he decided to leave his job at Microsoft, the Y Combinator experience, and more.