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SVP International

Grace Lau

Managing Principal, Benefit Financial Services Group

  • Experience in financial analysis, portfolio and wealth management since 1976.
  • Past Employment: Standard & Poor’s, Wells Fargo, Northern Trust and Barclays.
  • Education: M.B.A. George Washington University, B.S. University of Wisconsin, Honor Graduate of Pacific Coast Banking School.
  • Chartered Financial Analyst® since 1980.
  • Series 65 License
  • Trustee, Museum of Northern Arizona
  • Trustee, MNA Endowment Foundation
  • Trustee, City of Phoenix Firefighters Local 493 EB Trust Fund
  • Member of the CFA® Institute, Women President Organization, Social Venture Partners
  • Founder of Asian Women’s Giving Circle
  • Past Trustee, Arizona Community Foundation
  • Past Trustee, University of Wisconsin, Eau Claire FoundationPast Chair, City of Phoenix Deferred Compensation Board
  • Past President, Phoenix Chartered Financial Analyst® Society
  • Past Vice Chair, Arizona State Retirement System, Investment Committee
  • Past Board Member, Arizona Educational Foundation and Phoenix Sister Cities Commission