David Chu

Over the course of his career, David Chu has overseen financial operations for firms managing up to $1B in combined assets, ensuring robust internal controls, regulatory compliance, and detailed financial reporting and reconciliation.

David specializes in alternative investments, healthcare, and real estate, guiding organizations through due diligence, mergers, and IPO readiness.

Before joining Preferred CFO, David held key finance roles at firms such as Accountable Healthcare America, Small Business Community Capital, and Savile Finance Group, where he oversaw strategic financial initiatives, built high-performing teams of up to 30 professionals, and served as a trusted advisor to executive boards and investors alike.

A deft collaborator fluent in both Mandarin and Spanish, David’s dedication to meticulous financial reporting, strategic planning, and operational excellence has helped companies optimize their performance and accelerate growth in highly competitive markets.

His commitment to operational excellence and cross-functional collaboration has consistently driven sustainable growth in complex, rapidly evolving markets.