Thomas Lam
Vice President - Senior Investment Advisor/Portfolio Manager at PNC | Irvine, California, United States
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As Vice President and Senior Investment Advisor at PNC, Thomas Lam leverages his extensive expertise in investment management to deliver tailored financial solutions that align with client objectives. With a strong focus on portfolio management, Thomas oversees diverse investment portfolios, ensuring they are strategically aligned with the unique goals of each client. His proficiency in equities, fixed income, and alternative investments allows him to provide comprehensive advice that encompasses a wide range of asset classes, enabling clients to navigate complex market environments with confidence.
Thomas is particularly adept at analyzing program health and developing strategies that enhance investment performance. His role involves not just managing portfolios, but also engaging in proactive communication with clients to deliver actionable insights and market intelligence. By fostering strong relationships and understanding the nuances of each client’s financial landscape, he identifies new opportunities for growth and expansion.
In addition to his investment advisory responsibilities, Thomas coordinates large cross-functional teams, emphasizing collaboration to achieve organizational objectives. His ability to synthesize information from various sources, including equity research and market data from platforms like Bloomberg, equips him to make informed decisions that drive value for clients. Known for his high-achieving team player mentality, Thomas is committed to delivering the PNC investment experience, ensuring that clients receive exceptional service and strategic guidance tailored to their evolving needs. Through his leadership and expertise, Thomas continues to make a significant impact in the investment management space, positioning PNC as a trusted partner in wealth creation and preservation.
Vice President - Senior Investment Advisor/Portfolio Manager at PNC in March 2023 to Present
Vice President - Portfolio Manager at HighMark Capital Management in December 2016 to March 2023
Director of Trading & Operations at Fabian Wealth Strategies in May 2013 to December 2016
Head of Trading Operations at Welch Capital Partners, LLC in February 2008 to May 2013
Trader at Advent Capital Management, LLC in March 2004 to August 2007
Portfolio Administrator at Neuberger Berman in January 2002 to March 2004
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Hedge Funds
Portfolio Management
Trading
Equities
Bonds
Options
Alternative Investments
Fixed Income
Asset Managment
Securities
Investments
Mutual Funds
Valuation
Derivatives
Equity Research
Capital Markets
Financial Modeling
Wealth Management
Bloomberg
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Discover more about PNCWhat is Thomas Lam email address?
Email Thomas Lam at [email protected] and [email protected]. This email is the most updated Thomas Lam email found in 2026.
What is Thomas Lam phone number?
Thomas Lam phone number is +19177427481 and +19176838942.
How to contact Thomas Lam?
To contact Thomas Lam send an email to [email protected] or [email protected]. If you want to call Thomas Lam try calling on +19177427481 and +19176838942.
What is Thomas Lam net worth?
Thomas Lam has an estimated net worth of $750,000 to $999,999
What company does Thomas Lam work for?
Thomas Lam works for PNC
What is Thomas Lam's role at PNC?
Thomas Lam is Vice President - Senior Investment Advisor/Portfolio Manager
Thomas Lam Email Addresses
Thomas Lam Phone Numbers
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