Jeffrey Lau Cfa, Mics

Finance & Investments at Valles Steamship Company, Limited

Jeffrey Lau, CFA, MICS has experience in finance and investments at Valles Steamship Company, Limited since September 2013. Prior to that, Jeffrey worked as a Senior Equity Analyst in REITs at Sidoti & Company, LLC from November 2010 to June 2013. Jeffrey also served as a Retirement Planning Associate at UBS from September 2008 to May 2009 and as a Financial Advisor at Merrill Lynch from December 2005 to August 2008. Throughout their career, Jeffrey has analyzed sectors, authored research reports, created financial models, determined fair market values, educated clients on market conditions, and matched financial objectives to investment products.

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  • Finance & Investments

    September, 2013 - present