2009 -
now CEO, Principal @ Newbury Capital Management LLC
1997 -
2009 President @
1989 -
1996 Regional Sales @
Jon Lam Education
USC Marshall School of Business
MBA (Finance & Marketing)
1994
-
1997
Boston University
BS (Aerospace)
1984
-
1988
Jon Lam Skills
Investment Management
Software Development
Asset Management
Fixed Income
Strategy
Wealth Management
Valuation
Asset Managment
Investment Advisory
Startups
Equities
Strategic Financial Planning
Risk Management
Alternative Investments
Investments
Sales Management
Mutual Funds
Financial Modeling
Securities
Customer Service
Financial Advisory
Microsoft Office
Portfolio Management
Jon Lam Summary
Jon Lam, based in Pasadena, CA, US, is currently a CEO, Principal at Newbury Capital Management LLC. Jon Lam brings experience from previous roles at Tower Asset Management and Schwab Institutional. Jon Lam holds a 1994 - 1997 MBA in Finance & Marketing @ USC Marshall School of Business. With a robust skill set that includes Investment Management, Software Development, Asset Management, Fixed Income, Strategy and more. Jon Lam has 1 mobile phone numbers on RocketReach.
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