George Lai (CRD# 4710081) is an Investment Advisor Representative working at Valence8 in Cambridge, MA and has over 16 years of experience in the finance industry.
CRD# 4672511
Amundi Asset Management Us, Inc.
CRD# 4831929
Fidelity Personal And Workplace Advisors
CRD# 6224921
Amundi Asset Management Us, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Valence8 | Cambridge, MA | Feb 2022 - Current | 2 |
| Steveston Ventures | Belmnt, CA | Mar 2021 - Feb 2022 | < 1 |
| Cm Capital | Palo Alto, CA | Jun 2017 - Mar 2021 | 3 |
| Cambridge Associates | Menlo Park, CA | Aug 2011 - Mar 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2007 |
- CA
-
Total Assets Under Management909MILLIONS
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$151,578,804
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, MA, NY
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