Roger Lam headshot

Roger Lam

Wealth Advisor
rlam@htsw.com
(972) 934-2590
San Ramon
Let’s Connect

Education

Degree in international management from the University of Virginia

Certification(s) & Designation(s)

About Roger

Roger joined Hightower Signature Wealth (formerly known as Frontier) in September 2024 as a wealth advisor. He brings more than two decades of experience in wealth management and capital markets. Previously, Roger spent nine years with UBS in Hong Kong in wealth advisory, branch management, and investment advisory roles.

Roger works with individuals and families to align their investments with their broader financial needs and long-term goals. His background in wealth management and options trading informs his approach to portfolio construction and managing complex investment solutions, including concentrated stock holdings. Having worked in both the Unites States and Asia, he brings an international perspective and speaks Mandarin and Cantonese.

Roger graduated from the University of Virginia’s McIntire School of Commerce.

Roger’s Recommended Reads

  • 4 minutes

    Market Leadership Rotates as Investors Reassess the AI Trade

    Jeffrey L. Corliss, CFP®, ChFC®, CLU® CASL®Managing Director Monthly Market Summary Market Breadth Improves Even as Large Cap Tech Stocks Trade Lower October was a better month for most stocks than the S&P 500’s small decline suggests. The index set a new all-time high early in the month, then traded lower as the largest technology…

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    2 minutes

    Stocks vs. Bonds: More Choices for Investors as Bond Yields Rise

    Jeffrey L. Corliss, CFP®, ChFC®, CLU® CASL®Managing Director For most of the past two decades, investors seeking higher returns had to rely more heavily on stocks. After the 2008 financial crisis, the Federal Reserve kept interest rates extremely low to support the economy, which meant Treasury bonds offered relatively little income. While stocks carried more…

  • 6 minutes

    Binance Hack Highlights Cybersecurity Importance

    Binance Suffers the Largest Crypto Hack on Record On October 29, Binance experienced a major security breach that affected approximately $6.34 billion of digital assets, making it the largest reported cryptocurrency theft to date.1 As part of the attack, hackers gained access to part of Binance’s internal wallet system, the technology the exchange uses to…