Principal & Director of Analysis
Huy Lam joined Schultz Collins 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 is a member of the Academy of Financial Services, and holds the Certified Funds Specialist (CFS) and Chartered Financial Analyst designations. He earned his Bachelor of Arts degree in Economics, with a focus on financial economics, from the University of California, Berkeley.