Mr. Lam (Senior Analyst) joined Schultz Collins, Inc. in May 2007. As an analyst, he creates financial models, researches investment topics, and evaluates investment options for client portfolios. He also develops long-term system solutions for reporting needs and performs simulation analysis to support senior advisors.
Mr. Lam holds the Certified Funds Specialist designation from the Institute of Business and Finance, is a member of the Academy of Financial Services, and is a Chartered Financial Analyst. He earned his Bachelor of Arts in Economics with a focus on financial economies from the University of California, Berkeley.
Mr. Lam is a native San Franciscan and has spent time volunteering to enlighten Bay Area youths through the Oakland Asian Students Educational Services organization (OASES). He is conversant in Vietnamese and enjoys jogging, biking, and playing basketball during his free time.