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Meet the Authors

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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.

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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. 

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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.