Yao Lu

Yao Lu is an analyst at Cutler Capital Management, LLC, based in Boston, MA. In this role, he is responsible for conducting in-depth investment research, financial modeling, and supporting portfolio management decisions for the firm's clients. Cutler Capital is known for its focus on convertible securities and income-oriented investment strategies, particularly those targeting small- and mid-cap stocks.

Yao specializes in analyzing convertible bonds, preferred stocks, and equities, with a concentration in sectors such as financial services, technology, and industrials. His expertise involves evaluating securities' risk-reward profiles, monitoring market trends, and generating actionable investment ideas within the firm's targeted asset classes. He plays a key role in the team's coverage of companies undergoing capital structure transitions or possessing unique hybrid security characteristics.

Prior to joining Cutler Capital Management, Yao gained analytical experience in financial statement analysis and corporate finance. He holds a strong academic background, typically required for analysts in the industry, though his specific educational credentials are not publicly stated. Lu is recognized for his quantitative skills and analytical rigor in supporting investment decisions across convertibles and income-oriented securities within the US market.