
Serena Lam
Associate Portfolio Manager
Gould Asset Management
United States, California, Los Angeles
About Me
Serena Lam joined Gould Asset Management in 2017. Her responsibilities include assisting with portfolio management, investment research, and client relationship management. Serena has over 8 years of experience in the investment management industry, having previously worked for a financial advisor in Brea, CA, where she managed all client relationships and service requests. Serena received her BA in Psychology from the University of California, Los Angeles. In her free time, she enjoys traveling, cooking, baking, and volunteering at Sunday school.
Profile Information
Associate Portfolio Manager
Gould Asset Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Los Angeles
California
United States
May 15, 2024
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