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.
(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
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
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.