John has been managing money since 1987 and joined Chatham Wealth Management in April of 2009. Prior to joining us, John spent 25 years with the Bank of New York, where he was a Managing Director and Senior Portfolio Manager for equity and fixed income portfolios. More recently, John was President of United Commercial Bank's Wealth Management subsidiary. He has extensive experience managing small capitalization stocks and additional expertise in Asian financial markets. John received his MBA in Finance from Pace University in 1985. He lives in Princeton, NJ with his wife and daughter.


John Lui
Managing Director and Chief Investment Strategist
Chatham Wealth Management
United States, New Jersey, Chatham
About Me
Profile Information
Managing Director and Chief Investment Strategist
Chatham Wealth Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Chatham
New Jersey
United States
Sep 28, 2025
Work Experience
Chatham Wealth Management
Managing Director and Chief Investment Strategist Apr 2009 - Present
Email: john@chathamwealth.com
More profiles to browse
Dan Moskowitz
President and Chief Investment Officer
You Might Like
Tim Lynch
Managing Member
Stonepine Capital Management (Private)
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RD
Russ Degitz
Principal
Huntington University
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners