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Thomas Lam Location
Irvine, CA, US
Thomas Lam Work
Vice President - Senior Investment Advisor and Portfolio Manager @ (March 2023 - Present)
Vice President - Portfolio Manager @ HighMark Capital Management (December 2016 - March 2023)
Director of Trading and Operations @ Fabian Wealth Strategies (May 2013 - December 2016)
Head of Trading Operations @ Welch Capital Partners, LLC (February 2008 - May 2013)
Trader @ (March 2004 - August 2007)
Portfolio Administrator @ (January 2002 - March 2004)
Thomas Lam Education
University of Southern California
BS (Business Administration)
UC Irvine
Certificate of Personal Financial Planning
Thomas Lam Skills
Alternative Investments
Asset Managment
Bloomberg
Bonds
Capital Markets
Client & Leadership
Derivatives
Equities
Equity Research
Financial Modeling
Fixed Income
Hedge Funds
Investment & Portfolio Management
Investments
Mutual Funds
Operations & Technical
Options
Portfolio Management
Risk & Compliance
Securities
Trading
Valuation
Wealth Management
Thomas Lam Summary
Thomas Lam, based in Irvine, CA, US, is currently a Vice President - Senior Investment Advisor and Portfolio Manager at PNC. Thomas Lam brings experience from previous roles at HighMark Capital Management, Fabian Wealth Strategies, Welch Capital Partners, LLC and Advent Capital Management, LLC. Thomas Lam holds a BS in Business Administration @ University of Southern California. With a robust skill set that includes Alternative Investments, Asset Managment, Bloomberg, Bonds, Capital Markets and more. Thomas Lam has 2 emails and 1 mobile phone numbers on RocketReach.
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