Karmen Lai

Director of Strategic Initiatives

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Karmen Lai moved to New York City from Southern China in 2003. She studied Accounting and Economic Finance at College of Staten Island and proceeded to start her career in a wealth management firm, and today named as Fortis Lux Financial. Passionate about initiating solutions to help people building their wealth and turning their financial goals into action.

After she spent several years to learn the industry, she was inspired by her management to step into a Leadership role at the firm. She believes that there is nothing greater than opportunities knocking for a hard working person to do awesome things, provide impact, and it’s a fantastic journey that she feels thankful for which she has been participating.

As Director of Strategic Initiatives, she used her knowledge of the industry and passion for initiating and managing different ongoing projects at Fortis Lux Financial with the goal of helping more people to turn their financial goals into action.

Karmen loves to explore and experience the different culture by traveling, and she is a fan of NFL.