Judith Lu

Judith has over 20 years of industry experience working with high net worth individuals and families on matters of portfolio construction and comprehensive financial advice, and is a principal of the firm. Judith has been recognized by Forbes as a Best-In-State Wealth Advisor as well as one of America’s Top Women Advisors in 2017 & 2018.

Prior to joining the firm, Judith was Senior Vice President with City National Bank’s Private Client Services team where she advised high net worth families, non-profits, and professional service firms. Preceding City National, Judith served as Executive Director and Senior Private Client Advisor for UBS AG’s Wealth Management International Division in New York, Miami, and Zurich, Switzerland. In addition to advising UBS’ ultra high net worth clients in Latin America, Judith was a founding member of UBS’ Mexican Women’s Circle and developed an educational series specifically focused on female clients and their families.

Judith graduated Magna Cum Laude from UCLA with a dual degree in Business Administration and World Arts and Cultures. She has a Global MBA, Magna Cum Laude from Thunderbird, American Graduate School of International Management. In addition, she holds the Financial Industry Regulatory Authority (FINRA) Series 66 securities license. Judith is fluent in Mandarin Chinese and Spanish and is conversational in French, Italian and Portuguese.