Wendy (Yanfang) Lu 吕燕芳
Wendy began her career in the wealth management industry a few years before the start of the 2008 financial crisis. The financial crisis taught her the importance of the risk management aspect of asset management. She has advised on and built investment strategies utilizing a wide variety of investments. Wendy works with high net worth investors on retirement planning and comprehensive multi-generational wealth conservation strategies. Before joining Capital Trust Advisors Wendy worked in Private Wealth Management at Citigroup in San Francisco. She began her career with financial institutions including East West Bank and TD Ameritrade.
Wendy was born and raised in southern China. She has a keen understanding of Chinese economics and culture. She received her BA in International Business and Tax Law from Guangdong Business College and a Masters of Public Administration with a major in Finance from the Eller College of Management at the University of Arizona. She is a CFA Level III candidate and a member of the CFA Institute. She speaks fluent Cantonese and Mandarin. 吕燕芳会讲流利广东话和普通话
Wendy resides in Marin County with her husband and two daughters. During her free time, she enjoys yoga, gardening, music, arts and spending time with family and friends.