CEO of Prudent Investors

Jeremy Lau

Jeremy L. Lau serves as the CEO of Prudent Investors. He frequently 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. Jeremy regularly advises fiduciaries on managing their clients’ assets and financial needs and works with estate litigators as a financial expert witness. He co-authored the white paper on Decoding the Uniform Prudent Investor Act and regularly publishes articles on financial matters related to the fiduciary profession.

Before joining Prudent Investors he worked in senior roles in the investment banking industry in Tokyo and Hong Kong. He graduated in Accounting from Brigham Young University and has earned the right to use the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations.



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