Steven Lam

Mr. Steven Lam, CFA, is a Portfolio Analyst at Grayhawk Investment Strategies, Inc. He is performing due diligence and monitoring fund managers to ensure operational functions follow a robust process.
Mr. Lam believes that proactively anticipating the needs of the 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.
Mr. Lam 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 he learned the importance of aligning families’ values and interests with the work he was performing.
He 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).