Gregory Lai

Managing Director at Affinity Investment Advisors - Newport Beach, CA, US

Gregory Lai's Colleagues at Affinity Investment Advisors
Iman Movahed

Senior Portfolio Manager | Director of Research | ESG

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Alex Hsiao

Multi-Asset Solutions / COO and Senior Director, Client Strategy and Development

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Gaylord Lyman

Senior Portfolio Manager

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Joshua CFA

Chief Compliance Officer & Manager of Investment Operations

Contact Joshua CFA

Jordan Floriani

Director Of Community Outreach

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Steven S.

Director of Marketing and Business Development

Contact Steven S.

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Gregory Lai's Contact Details
Email (Verified)
***@affinityinvestment.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
949-660-6373
Location
Irvine,California,United States
Company
Affinity Investment Advisors
Gregory Lai's Company Details
Affinity Investment Advisors logo, Affinity Investment Advisors contact details

Affinity Investment Advisors

Newport Beach, CA, US • 20 - 49 Employees
Financial Services

Affinity Investment Advisors, LLC is a boutique investment advisory firm based in Newport Beach, CA. Driven by a passion to be our clients' most trusted equity investment manager, the company offers a diverse product suite focused on maximizing financial returns for the long-term investor. Affinity's client base is a mix of institutional and retail, and the firm serves its retail clients through advisory relationships with nationally recognized firms. Affinity's success is based on a pragmatic disciplined investment approach where earnings and valuation matter. Clients gain from an experienced and collaborative collection of individuals who comprise a portfolio management team with decades of experience managing the investment assets for a diverse slate of institutional and retail investors.

Financial Services Management Investment Open-ended Investment Management
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Frequently Asked Questions about Gregory Lai
Gregory Lai currently works for Affinity Investment Advisors, LLC.
Gregory Lai's role at Affinity Investment Advisors, LLC is Managing Director.
Gregory Lai's email address is ***@affinityinvestment.com. To view Gregory Lai's full email address, please signup to ConnectPlex.
Gregory Lai works in the Investment Management industry.
Gregory Lai's colleagues at Affinity Investment Advisors are Iman Movahed, Alex Hsiao, Gaylord Lyman, Joshua CFA, Jordan Floriani, Steven S. and others.
Gregory Lai's phone number is 949-660-6373
See more information about Gregory Lai