Emily Lau

Emily V. Lau

Trust Associate

Emily V. Lau is a dedicated Trust Associate at Peninsula Bay Trust Company, where she leverages her extensive experience in trust administration, client relationship management, and regulatory compliance to ensure the seamless operation of the company’s services. In her role, Emily excels in overseeing trust administration processes, building strong client relationships, and collaborating with the executive team to meet and exceed organizational goals. Her innovative strategies and meticulous attention to detail have made her a central figure in enhancing customer service. 

Before joining PenBay, Emily gained valuable experience at SS&C Technologies, Inc., where she managed investor relations, focused on ensuring client satisfaction, and maintained compliance with regulatory guidelines. Prior to that, at Franklin Templeton Investments, Emily held key roles in client relations and customer service, where she supported internal sales teams, managed client communications, and ensured adherence to regulatory standards.

In her free time, Emily enjoys spending time with family and friends, as well as caring for her ever-growing tortoise, Meatloaf. She has a passion for cooking and delights in sharing her homemade baked treats with loved ones.

Education & Credentials

  • B.S., Notre Dame de Namur University
  • Has held FINRA Series 7 and Series 63
  • Notary Public

Get in Touch With Emily