CoverProfile

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

More profiles to browse

DB
Derek Baldwin
Partner and Senior Portfolio Manager
TC
Thomas Carr
Partner, Chief Compliance Officer, Senior Portfolio Manager
Profile Photo
Johnny Debiase
Partner and Senior Portfolio Manager
SS
Scott Smith
Partner, Senior Portfolio Manager

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
DH
Dennis Hanson
Principal
Jamison Hanson
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors