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Meet the Authors


Jeremy Lau, CFA®, CFP®

President / Chief Investment Officer

Jeremy teaches the Investment Management course for California State University, Fullerton’s Trustee Certification Program and frequently speaks on fiduciary investing to attorneys and fiduciaries across various associations.


Kerrie Lloyd, ChSNC®

Vice President - Sales & Marketing

Kerrie is a Family Fiduciary and a Chartered Special Needs Consultant (ChSNC®). With over 30 years in the industry, Kerrie works with fiduciaries, families impacted by disabilities, and the institutions who serve them. 


Jared Ong

Director - Portfolio Manager

Jared oversees portfolio management, trading and technology. He previously worked at the Capital Group as a business systems analyst where he was integral in improving the trade operations group’s equity, fixed income, and foreign exchange trade processes.