BLUE ZONE WEALTH ADVISORS - Key Persons
Bryan Lee - Chief Investment Officer
Bryan Lee, CFA, is the Chief Investment Officer of Blue Zone Wealth Advisors, where he is responsible for researching investments and constructing client portfolios.
Prior to joining Blue Zone, Bryan worked as a Portfolio Manager for a Registered Investment Advisor in Orange County, where he was a contributing member of an eight-person team, managing over $3 Billion in AUM utilizing a bottoms up, opportunistic value oriented strategy. With a flexible mandate, he had the ability to go up and down the capital structure and be agnostic to industry and/or geography. His experience includes multiple event driven, special situations, stressed/distressed debt, international and illiquid securities investments.
Bryan received his Master's in Finance from Bentley University, where he graduated with high distinction. He is also CFA® charterholder. Bryan enjoys spending his free time at the beach, living an active lifestyle with friends, and watching his favorite sports teams play.
Christy Smith's primary role at Blue Zone Wealth Advisors is to provide our clients with exceptional service and support during each phase of the wealth management process. She works closely with the advisory and investment teams and coordinates implementation of planning and investment strategies. She enjoys working with families and engaging the next generation by helping them start on their own financial plans.
Prior to joining Blue Zone Wealth Advisors, Christy worked as a Client Service Associate at an Investment Advisory firm where she focused on high-net-worth customer service and operations.
Christy has always had a passion for creating meaningful connections with others, utilizing empathy in each aspect of her job and beyond. She received her bachelor's degree in Psychology from Armstrong State University and continues to pursue her passion for making an impact by serving with a variety of charitable organizations, helping children and families in need.
From exploring new hiking trails to trying new homemade pasta recipes, in her free time Christy is constantly challenging herself to have new experiences, try new things, and of course, meet all kinds of new, interesting people.
Josh Sailar started his career in wealth management 7 years ago where his focus was on tax planning and investment advisory. Josh is a firm believer in client awareness and takes a consultative approach to wealth management. Josh knows that value can be created in myriad of ways if you know where to look. By combining a deep understanding of the client's financial life, their needs and the planning opportunities available in the marketplace, Josh and Blue Zone team redefine what wealth management means by bringing a true family office offering.
At Blue Zone, Josh specializes in constructing and managing customized advanced plans for business owners, executives and large families. His area of expertise includes liquidity planning, equity incentive plans and tax management.
Josh received his Bachelor's Degree in Management from Binghamton University. He holds the designations of Certified Financial Planner (CFP®) and Certified Plan Fiduciary Advisor (CPFA), the FINRA Series 7, 63, 65 licenses, as well as tax preparer license. Josh is actively involved in local community rehabilitation projects as well as with the Magic Paintbrush Project, a non profit organization that spreads autism awareness and Big Brothers Big Sisters of Greater Los Angeles. On the weekends he enjoys trying to relive his days as a Division I athlete by playing pick up soccer and surfing his neighborhood break in Manhattan Beach.
Judith Lu is CEO and Co-Founder of Blue Zone Wealth Advisors where she brings over 20 years of experience working with high-net-worth individuals, families and non-for-profit companies on portfolio construction, financial planning and wealth management.