Benjamin Lau, CFA, AIF®, is a true leader in the industry. He serves Apriem’s clients to the highest degree through his high attention to detail, expert knowledge of markets, and his ability to instill a sense of patience and perspective in clients. He leads Apriem’s investment management department, building and executing comprehensive investment plans and training Apriem’s CFA Level 1 Candidates.
As chief investment officer and principal, Lau’s expertise provides Apriem’s clients with informed investment decisions and consistent market updates. An advocate for mentoring college students and young professionals trying to enter the industry, Lau is involved with Cal State Fullerton’s Titan Capital Management (TCM.) This program gives aspiring finance professionals firsthand experience in making investment decisions by actively applying the concepts learned in the classroom. He is also a member of the CFA Society of Orange County, contributing to building a strong network of CFA Charter holders, providing industry knowledge to both seasoned professionals and CFA Candidates, and advocating for continuing education and professional conduct in Orange County.
Lau has been featured in multiple publications including Wall Street Journal, Bloomberg, CNBC, Investor’s Business Daily, and OCBJ, providing insight on market movement by breaking down complex topics and applying those topics to an investor’s everyday life. He regularly speaks at industry symposiums, providing his expertise on market trends and the macroeconomic environment.