Lily Tu
July 30, 2020 By Sage Advisory
Lily serves as a Vice President on the Consultant and Client Relations Team. In her role, Lily is focused on sourcing new growth opportunities, building strategic partnerships, and providing investment solutions to clients. Prior to moving her family from Brooklyn to Austin to join Sage, Lily was working with one of the top female producers ranked by Forbes and Barron’s at Morgan Stanley and J.P. Morgan Wealth Management. She successfully managed high profile client relationships and oversaw the asset allocation and portfolio construction process for the team. Lily began her career in 2005 with Goldman Sachs and later joined a boutique private equity firm. Lily received her B.S. in Management Science and Information Systems as Valedictorian of her major from Rutgers University, holds her Series 7 and 66 licenses, and leads the Professional Development and Women’s Network at Sage. Lily loves to travel internationally to experience different cultures and food and has dreams to see all seven wonders of the world. In her spare time, Lily likes to peloton, garden, and play board games with her husband, David, and two children, Dylan and Devon.