Judith Lu is co-founder and CEO 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 Blue Zone, Judy was a Managing Director and Partner at Miracle Mile Advisors, an Investment Advisory firm specializing in financial planning and wealth management for high net worth families. During her time at Miracle Mile, Judith championed the high-touch, family office services division at the firm. 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 by InvestmentNews as one of their 2019 Women To Watch.
Prior to Miracle Mile, Judith was a Senior Vice President at City National Bank’s Private Client Services team. 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.
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. 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.