Lily Tu

August 11, 2020 By Sage Advisory

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Lily serves as the Vice President of Institutional Business Development and Consultant Relations. Lily began her career in 2005 with Goldman Sachs Wealth Management. Later, she worked for the top woman producer team ranked by Forbes and Barron’s at Morgan Stanley Wealth Management and J.P. Morgan Securities. She successfully managed a client focused service team responsible for investment portfolio construction, asset allocation, and market research communications. Lily received her B.S. in Management Science and Information Systems as Valedictorian of her major from Rutgers University.