Ms. Nguyen is responsible for developing and managing investment portfolios for high net worth individuals, families, and endowment funds. She works closely with her clients to define goals, identify risks, and develop a comprehensive financial plan to reach their goals. Plans are tailored for each client’s resources, tax circumstances, estate plan, and risk tolerance, with the goal being to maximize after-tax returns using an appropriate asset allocation. Prior to joining the firm in 2008, Ms. Nguyen was at Prudential Financial.
Ms. Nguyen is a Certified Financial Planner and is a member of the Financial Planning Association, Advisors in Philanthropy, and the Association of Corporate Growth. She sits on the board of the LA Estate Planning Council, Executive Committee of the Los Angeles LGBT Center Young Professionals Council, and the USC Marshall Los Angeles and Lambda Alumni Chapter.
Ms. Nguyen received her Bachelor of Arts from the U e, and her MBA from the University of Southern California Marshall School of Business.