Blue Zone Wealth Advisors’co-founder and CEO to be featured in an upcoming panel discussion focused on M&A trends and opportunities for organic and inorganic growth among registered investment advisors.
Judith Lu, Co-Founder and CEO of Los Angeles-based independent advisory firm Blue Zone Wealth Advisors, will join a panel to discuss what it takes to grow a successful RIA in an increasingly competitive market on January 19th at the 3rd annual Los Angeles RIA Summit hosted by Portfolio Summits.
The one-day meeting takes place at City Club LA in downtown Los Angeles where over 100 top RIAs from the region will network and discuss some of the industry’s most pressing trends and issues. The all-day event includes multiple panel discussions, presentations, Q&A sessions and networking hours. During her panel, Lu will discuss navigating M&A and success through organic and inorganic growth in the quickly evolving RIA landscape.
“We launched Blue Zone in December 2019 before COVID hit and the subsequent public health provisions that transformed nearly every aspect of life and business across the globe,” said Lu. “We saw firsthand how this new industry landscape created new trends and opportunities for breakaway teams as well as firms driving consolidation across the space. I’m eager to lend my experience and perspectives to what should be a lively conversation with local industry peers.”
Blue Zone Wealth Advisors is a registered investment advisor founded by Lu and co-founder Josh Sailar in 2019. The name is inspired by the term coined by National Geographic which refers to communities around the world where people regularly live beyond the age of 100 as a result of intentional lifestyle decisions focusing on wellness and sustainability. Through her practice, Lu brings that same focus on intentional decision-making to achieve success and longevity in wealth management.
Prior to launching Blue Zone Wealth Advisors, Lu held roles including Executive Director at UBS in New York, Miami, and Zurich, Senior Vice President at City National Bank in Los Angeles, and Partner and Managing Director at a Los Angeles based RIA. She has been recognized by Forbes as a Best-In-State Wealth Advisor and a Top Woman Wealth Advisor. She was also named one of InvestmentNews’ Women To Watch.
“It’s so important for the people in our profession to gather and share ideas – for our benefit and for the benefit of our clients,” said Lu. “I’m so appreciative to Portfolio Summits for organizing this event and for inviting me to participate and share my perspectives with my industry peers.”
The entire event is enhanced by the ambience of the premier business club location and 51st-floor-view of downtown Los Angeles. Admission is free for qualified registrants. Registration details can be found on the Portfolio Summits website.
About Company: Blue Zone Wealth Advisors is an independent advisory firm based in Los Angeles. Combining the intelligence of various financial disciplines under one roof, Blue Zone offers family office services to a national client base of high net worth families and individuals. To learn more about Blue Zone Wealth Advisors, please visit bluezoneadvisory.com. Follow Blue Zone Wealth Advisors on LinkedIn at linkedin.com/company/blue-zone-wealth-advisors.