Steven Lam CFA, CIPM

Portfolio Analyst

Direct: 647 556 2317

As a problem solver by nature, Grayhawk provides me with the opportunity to not only do what I love to do, but work with families to help navigate their diverse legacy needs. Having a deep understanding of our families’ financial aspirations not only guides our strategy but allows me to go above and beyond to find the best solution for each family.

Steven Lam is a Portfolio Analyst who works at Grayhawk performing due diligence and monitoring fund managers to ensure operational functions follow a robust process. Steven believes that proactively anticipating the needs of our clients and being prompt in communication are fundamental to long-term partnerships. It is these shared values with Grayhawk that allow him to help families navigate the complexities involved with wealth management and to build valuable ongoing relationships.

Steven has gained invaluable experience working at UBS Asset Management where he was responsible for the accounting and monthly reporting of performance metrics of investment portfolios for fund managers and family offices. It was during his time there that Steven learned the importance of aligning families’ values and interests with the work he was performing.

Steven received his Bachelor of Business Administration from the Schulich School of Business at York University. He is a Chartered Financial Analyst (CFA) charter-holder and also holds the Certificate in Investment Performance Measurement (CIPM). Steven is a member of the Toronto CFA Society.

Steven lives in Toronto and upholds an active lifestyle involving participation in recreational sports. He also is continually discovering new methods of improving performance with weight training activities.

 

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