Andy Lam, Cfa
AeroLeads people directory · profile

Andy Lam, Cfa Email & Phone Number

Vice President - Portfolio Manager at Rockefeller Capital Management
Location: San Francisco, California, United States 6 work roles 1 school
1 work email found @rockco.com 1 phone found area 415 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email a****@rockco.com
Direct phone (415) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Rockefeller Capital Management
Role
Vice President - Portfolio Manager
Location
San Francisco, California, United States
Company size
491 employees

Who is Andy Lam, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Andy Lam, Cfa is listed as Vice President - Portfolio Manager at Rockefeller Capital Management, a company with 491 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at rockco.com, phone signal with area code 415, and a matched LinkedIn profile for Andy Lam, Cfa.

Andy Lam, Cfa previously worked as Vice President at Rockefeller Capital Management and Senior Wealth Strategy Associate at Ubs. Andy Lam, Cfa holds Bachelor Of Arts (B.A.), Economics from University Of California, Davis.

Company email context

Email format at Rockefeller Capital Management

This section adds company-level context without repeating Andy Lam, Cfa's masked contact details.

*@rockco.com
71% confidence

AeroLeads found 1 current-domain work email signal for Andy Lam, Cfa. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Andy Lam, Cfa

Andy Lam, Cfa is a Vice President - Portfolio Manager at Rockefeller Capital Management. He possess expertise in leadership, microsoft excel, social media, accounting, quickbooks and 18 more skills.

Listed skills include Leadership, Microsoft Excel, Social Media, Accounting, and 19 others.

Current workplace

Andy Lam, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Rockefeller Capital Management
Rockefeller Capital Management
Vice President - Portfolio Manager
San Francisco, CA, US
Website
rockco.com
Employees
491
AeroLeads page
Company profile
View company profile Email format
6 roles

Andy Lam, Cfa work experience

A career timeline built from the work history available for this profile.

Senior Wealth Strategy Associate

Ubs

San Francisco Bay Area

Feb 2018 - May 2019

Wealth Strategy Associate

Ubs

San Francisco Bay Area

Feb 2016 - Feb 2018

Team Analyst

Ubs

San Francisco Bay Area

Jul 2014 - Jan 2016

Financial Analyst Intern

Morgan Stanley

Sacramento, California Area

Jan 2014 - Apr 2014
Team & coworkers

Colleagues at Rockefeller Capital Management

Other employees you can reach at rockco.com. View company contacts for 491 employees →

PP Prasad Pradhan Prasad Pradhan Colleague at Rockefeller Capital Management Trenton, New Jersey, United States, United States View → AL Amy Labarge Amy Labarge Colleague at Rockefeller Capital Management Atlanta, Georgia, United States, United States View → JK Joyce K. Joyce K. Colleague at Rockefeller Capital Management Trenton, New Jersey, United States, United States View → EB Eduardo Ballina Eduardo Ballina Colleague at Rockefeller Capital Management New Richmond, Wisconsin, United States, United States View → VC Veronica Campanella Veronica Campanella Colleague at Rockefeller Capital Management San Diego, California, United States, United States View → JP Jason Park, Cfa Jason Park, Cfa Colleague at Rockefeller Capital Management New York City Metropolitan Area, United States View → TC Tyler Crowley Tyler Crowley Colleague at Rockefeller Capital Management Washington DC-Baltimore Area, United States View → SB Shannon Bergstrom Shannon Bergstrom Colleague at Rockefeller Capital Management New York, New York, United States, United States View → MG Matthew Gruseke Matthew Gruseke Colleague at Rockefeller Capital Management New York City Metropolitan Area, United States View → SK Sean Kennedy Sean Kennedy Colleague at Rockefeller Capital Management New York, New York, United States, United States View →
1 education record

Andy Lam, Cfa education

FAQ

Frequently asked questions about Andy Lam, Cfa

Quick answers generated from the profile data available on this page.

What company does Andy Lam, Cfa work for?

Andy Lam, Cfa works for Rockefeller Capital Management.

What is Andy Lam, Cfa's role at Rockefeller Capital Management?

Andy Lam, Cfa is listed as Vice President - Portfolio Manager at Rockefeller Capital Management.

What is Andy Lam, Cfa's email address?

AeroLeads has found 1 work email signal at @rockco.com for Andy Lam, Cfa at Rockefeller Capital Management.

What is Andy Lam, Cfa's phone number?

AeroLeads has found 1 phone signal(s) with area code 415 for Andy Lam, Cfa at Rockefeller Capital Management.

Where is Andy Lam, Cfa based?

Andy Lam, Cfa is based in San Francisco, California, United States while working with Rockefeller Capital Management.

What companies has Andy Lam, Cfa worked for?

Andy Lam, Cfa has worked for Rockefeller Capital Management, Ubs, and Morgan Stanley.

Who are Andy Lam, Cfa's colleagues at Rockefeller Capital Management?

Andy Lam, Cfa's colleagues at Rockefeller Capital Management include Prasad Pradhan, Amy Labarge, Joyce K., Eduardo Ballina, and Veronica Campanella.

How can I contact Andy Lam, Cfa?

You can use AeroLeads to view verified contact signals for Andy Lam, Cfa at Rockefeller Capital Management, including work email, phone, and LinkedIn data when available.

What schools did Andy Lam, Cfa attend?

Andy Lam, Cfa holds Bachelor Of Arts (B.A.), Economics from University Of California, Davis.

What skills is Andy Lam, Cfa known for?

Andy Lam, Cfa is listed with skills including Leadership, Microsoft Excel, Social Media, Accounting, Quickbooks, Event Planning, Analysis, and Microsoft Word.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Andy Lam, Cfa you were looking for.

View similar profiles