Jon Lam Email & Phone Number
CEO, Principal
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Jon Lam Location
- Pasadena, CA, US
Jon Lam Work
- 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.
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