Wilton Lam is a seasoned accounting and financial services professional with a diverse background of working experience. He has several years of experience in public accounting serving various professional service corporations and several technology, entertainment start-ups, private equity, real estate, hedge funds, and broker dealers. Before entering into the field of Accounting, Wilton spent time in the Financial Services industry as a series 7 and 66 licensed registered investment adviser and served approximately five years in the financial services industry serving first at Ameriprise and then as a Preferred Trader of the High Value Team at a small discount brokerage firm specializing in derivatives trading and hedging strategies.

Wilton has decided to join Apex to help give back to the community and serve his roots as an Asian American. He hopes that he will be able to cultivate several events for the members of Apex that will not only connect our current and aspiring professionals with others, but will also stimulate the needed thought leadership to keep our members forward looking in the industry.