The Lam Group - Investment Advisory and Management Services

Nelson J. Lam is the President and Chief Investment Officer of The Lam Group, Inc.

Prior to founding The Lam Group, Mr. Lam was a Managing Director at Windermere Investment Associates in Portland, OR, an investment advisory and consulting firm with over $5 billion in advisory assets. At Windermere, Mr. Lam was head of the Performance Analytics and Reporting Group and the Traditional Investment Manager Research Group as well as served as the firm's Chief Compliance Officer.

Before moving to Oregon, Mr. Lam was a senior executive in the Fixed Income Department at UBS Securities, Inc. in New York, and managed some of the firm's largest and most sophisticated institutional fixed income investment manager relationships. Prior to UBS, Mr. Lam held investment banking positions with Merrill Lynch Capital Markets and J.P. Morgan & Co.

Mr. Lam holds a Master of Business Administration (MBA) in Finance from The Wharton School of the University of Pennsylvania and a Bachelor of Science (BS) in Mechanical Engineering from Tufts University.

Additionally, Mr. Lam is an affiliate member of the CFA Institute and the CFA Society of Portland. Mr. Lam also served as a member of the Investment Committee (2004-09, Chairman 2008-09), Budget & Finance Committee (2010-2013), and House Committee (2014-present) for the Multnomah Athletic Club in Portland, OR, and as a member of the Membership Committee (2007-09) and Budget & Finance Committee (2010-2013) for the Portland Golf Club.

Mr. Lam also serves as Co-Chair of the Penn Alumni Interviewing Committee for Oregon and SW Washington and also interviews high school seniors for Tufts University.

Mr. Lam was born in 1960 and raised in Princeton, NJ. He is married and has three sons and enjoys playing golf and masters lacrosse, as well as watching fencing, rock climbing and squash.

Bettina (Tina) S. Lee is a Managing Director and the Chief Operating Officer of The Lam Group, Inc.

Ms. Lee's responsibilities at The Lam Group include managing day-to-day operations, assisting with compliance matters, as well as serving on our Investment Committee.

Prior to joining The Lam Group, Ms. Lee was a Principal at SmartForest Ventures (SFV) in Portland, OR, a venture capital firm with over $75 million in assets under management. At SmartForest, Ms. Lee was responsible for sourcing early-stage venture capital deals, researching new technologies and evaluating technical and management teams. She served as a member of SFV's Investment Committee.

Before moving to Oregon, Ms. Lee was a senior executive in the Derivatives Department, covering the equity, fixed income, currency and commodities markets at Bankers Trust (now Deutsche Bank) in New York, and managed some of the firm's largest and most sophisticated institutional investor relationships, including hedge funds, Fortune 500 companies and pension funds. Her prior professional experience included engineering positions at Bell Labs.

Ms. Lee holds a Master of Business Administration (MBA) from the Harvard Business School, and graduated Phi Beta Kappa with a Bachelor of Arts (BA) in Math and Computer Science and Master of Engineering (MEng) in Electrical Engineering from Cornell University.

Additionally, Ms. Lee is a trustee of the Catlin Gabel School and serves as the chairperson of the Cornell Alumni Admission Ambassador Network Committee of Oregon and SW Washington and as a board member of the Harvard Club of Oregon.

Ms. Lee was born in 1961 and raised in New York City. She is married and has three sons and loves squash and yoga in her spare time.

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Copyright 2001- The Lam Group, Inc.    All rights reserved.

Contact us at:
The Lam Group, Inc.
P.O. Box 850      Lake Oswego, OR 97034
Phone: 503.635.9344    Fax: 503.210.9344