Mr. Ly is responsible for drafting a detailed pitch book and preparing an evaluation report for middle market companies through a meticulous process of gathering data, analyzing financials, performing methodical research, and utilizing various valuation approaches.

Prior to joining Generational Equity, Mr. Ly was a licensed senior stock broker at Scottrade, Inc., and has developed a strong understanding of the various financial instruments as well as regulatory rules of the financial market.

Mr. Ly received a Bachelor of Science in Economics with a minor in Mathematics from the University of North Texas in 2009, and a Master of Science in Finance from the University of Texas at Dallas in 2012.