Andy Lam, CFA

Andy Lam is a Vice President with Rockefeller Global Family Office.

His areas of concentration include investment management, portfolio construction, and alternative investments.

He and his team help clients with concentrated stock, estate planning strategies, philanthropic goals & administration,  portfolio construction and cash flow modeling. Andy’s responsibilities include overseeing the implementation process for investments, sourcing and distributing investment research, coordinating all client reporting, portfolio construction & rebalancing, cash management strategies, and general client administration.

He is both Series 7 and 66 licensed and holds the Chartered Financial Analyst designation. Andy graduated from University of California, Davis in 2014 with a Bachelor of Arts Degree in Economics.