THE TEAM

Judith Lu

CEO & Co-founder

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.

Prior to launching Blue Zone Wealth Advisors, Judith was a Managing Director and Partner at Miracle Mile Advisors, a Los Angeles based Investment Advisory firm. Prior to Miracle Mile, Judith was a Senior Vice President at City National Bank’s Private Client Services team in Los Angeles. Preceding City National, Judith served as Executive Director and Senior Private Client Advisor for UBS AG’s Wealth Management International Division in New York, Miami, and Zurich, Switzerland. In addition to advising UBS’ ultra-high net worth clients in Latin America, Judith was a founding member of UBS’ Mexican Women’s Circle and developed an educational series specifically focused on female clients and their families. For her work, she has been recognized by Forbes as a “Best-In-State Wealth Advisor” in 2018, 2019 and 2020 and a “Forbes Top Women Wealth Advisor” in 2017, 2018, 2019 and 2020. She was also recently named one of InvestmentNews 2019 Women To Watch.

Judith graduated Magna Cum Laude from UCLA with a dual degree in Business Administration and World Arts and Cultures. She has a Global MBA, Magna Cum Laude from Thunderbird, American Graduate School of International Management. In addition, she holds the Financial Industry Regulatory Authority (FINRA) Series 66 securities license and insurance license. Judith is fluent in Mandarin Chinese and Spanish and is conversational in French, Italian and Portuguese. She sits on the Advisory Board of College Access Partnership, a non-for-profit organization dedicated to providing educational support and services to low-income, college-bound students.

Josh Sailar

Partner & Co-founder

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.

Josh Sailar

Partner & Co-founder

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.

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

Client Service Associate

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.

Christy Smith

Client Service Associate

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.