Profil
Mr. Jeremy L.
Lau, CFA, is a Chief Executive Officer at Prudent Investors Network, Inc. He speaks on investment management and financial planning to professional fiduciaries and trust and estate attorneys around the country and teaches at California State University Fullerton’s Trustee Certification Program.
Mr. Lau regularly advises fiduciaries on managing their clients’ assets and financial needs and works with estate litigators as a financial expert witness.
Before joining Prudent Investors he worked in senior roles in the investment banking industry in Tokyo and Hong Kong.
He earned a degree in Accounting (with Honors distinction) from Brigham Young University in 2006.
He has earned the right to use the Chartered Financial Analyst designation.
Postes actifs de Jeremy Le Van Lau
| Sociétés | Poste | Début |
|---|---|---|
Prudent Investors Network, Inc.
Prudent Investors Network, Inc. Investment ManagersFinance Prudent Investors primarily allocates client assets among various exchange-traded funds (ETFs), equities, mutual funds, no-load, load-waived, or individual stocks, bonds, cash, managed futures, hedging strategies, and other investments suitable for diversification and management of risk in securities accounts in accordance with their stated investment objectives. | Directeur Général | 01/01/2023 |
Anciens postes connus de Jeremy Le Van Lau
| Sociétés | Poste | Fin |
|---|---|---|
Deutsche Bank AG (Hong Kong)
Deutsche Bank AG (Hong Kong) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/01/2017 |
UBS Investment Bank
UBS Investment Bank Investment ManagersFinance Provides wealth and asset management & investment banking services | Corporate Officer/Principal | 01/01/2011 |
Deutsche Bank AG (Tokyo Branch)
Deutsche Bank AG (Tokyo Branch) Regional BanksFinance Provides banking services | Corporate Officer/Principal | 01/01/2009 |
Formation de Jeremy Le Van Lau
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Brigham Young University
Brigham Young University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Deutsche Bank AG (Tokyo Branch)
Deutsche Bank AG (Tokyo Branch) Regional BanksFinance Provides banking services | Finance |
Deutsche Bank AG (Hong Kong)
Deutsche Bank AG (Hong Kong) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Prudent Investors Network, Inc.
Prudent Investors Network, Inc. Investment ManagersFinance Prudent Investors primarily allocates client assets among various exchange-traded funds (ETFs), equities, mutual funds, no-load, load-waived, or individual stocks, bonds, cash, managed futures, hedging strategies, and other investments suitable for diversification and management of risk in securities accounts in accordance with their stated investment objectives. | Finance |
UBS Investment Bank
UBS Investment Bank Investment ManagersFinance Provides wealth and asset management & investment banking services | Finance |
















