Keith Lum
About Keith Lum
Keith Lum serves as Vice President of Wealth Management at UBS in Zurich, Switzerland, where he has worked since 2005. He specializes in strategic financial planning and has over two decades of experience in the financial services sector.
Work at UBS
Keith Lum has served as Vice President in Wealth Management at UBS since 2005. His tenure spans 19 years, during which he has developed a comprehensive understanding of the financial services industry. Based in Zurich, Switzerland, Lum focuses on delivering financial expertise and transparency to clients. His role involves strategic financial planning and personalized investment guidance, ensuring clients receive tailored solutions to meet their financial goals.
Education and Expertise
Keith Lum pursued his undergraduate studies at Purdue University from 1987 to 1992. He later attended Xavier University, where he earned a Master of Business Administration in Finance from 2000 to 2002. His educational background, combined with over two decades of experience in financial services, equips him with the knowledge and skills necessary for effective wealth management and strategic financial planning.
Background
Before joining UBS, Keith Lum worked at Fund Evaluation Group, LLC as Vice President from 1998 to 2004 in Cincinnati, Ohio. His experience at Fund Evaluation Group contributed to his expertise in financial services, allowing him to build a solid foundation in wealth management. In 2006, he joined The Ellis Group, further enhancing his career in providing personalized financial planning and investment guidance.
Achievements
Throughout his career, Keith Lum has specialized in strategic financial planning and personalized investment guidance. His focus on delivering financial expertise and transparency has positioned him as a trusted advisor in the wealth management sector. His extensive experience and commitment to client service have contributed to his reputation in the industry.