CoverProfile

John Lui

Chief Investment Officer, Investment Portfolio Manager

Alpha Solutions Investment Advisors

United States, California, San Francisco

About Me

John is a seasoned investment portfolio manager with over 20 years of experience in money management for ultra high-net-worth individuals and institutional clients. He has held a number of senior portfolio positions at the Bank of New York and Barclays Bank. While at Bank of New York, John was the Managing Director and Senior Portfolio Manager for the BNY Hamilton Small Cap Growth Fund, managing in excess of $2 billion. John was named Top 100 Fund Manager by Barron’s in both 1999 and 2000, as recognition for his disciplined investment approach and success. Few fund managers made Barron’s list for both years as 1999 was the peak bull market year and 2000 was the first year of a multiyear
View more

Profile Information

Chief Investment Officer, Investment Portfolio Manager

Alpha Solutions Investment Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

San Francisco

California

United States

May 15, 2024

More profiles to browse

AS
Anthony Sam
Chief Executive Officer

You Might Like

JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC