Julia Sze

Director/Board Member at CAVCO INDUSTRIES, INC.

Net worth: 2 M $ as of 2026-05-30

59 year

95 connections

Finance

Consumer Durables

Miscellaneous

Profile

Julia W.
Sze is currently an Independent Director at Cavco Industries, Inc. since 2019, an Independent Director at Turtle Beach Corp.
since 2022, and a Director at Tern Bicycles since 2018.
Former positions include Managing Director at Sonen Capital LLC, Director at LNW Wealth Management LLC from 2022 to 2024, Director at Amalgamated Charitable Foundation, Inc. from 2019 to 2021, Director at New Resource Bank from 2016 to 2017, Managing Director-Impact Investing at Arabella Advisors LLC, Director at New Resource Bancorp, and Trustee at Marin Community Foundation from 2006 to 2017.
Education includes undergraduate and graduate degrees from Stanford University, conferred in 1989 and 1990 respectively.

Known holdings in public companies

Company	Date	Number of shares	Valuation	Valuation date
CAVCO INDUSTRIES, INC. 0.04%	2025-07-27	3,026 ( 0.04% )	2 M $	2026-05-30
TURTLE BEACH CORPORATION 0.27%	2026-04-09	53,695 ( 0.27% )	700 183 $	2026-05-30

Julia Sze active positions

Companies	Position	Start
CAVCO INDUSTRIES, INC.	Director/Board Member	2019-05-28
TURTLE BEACH CORPORATION	Director/Board Member	2022-12-04
Tern Bicycles Tern Bicycles Motor VehiclesConsumer Durables Engages in manufacturing bicycles	Director/Board Member	2017-12-31

All active positions of Julia Sze

Former positions of Julia Sze

Companies	Position	End
Laird Norton Wealth Management LLC Laird Norton Wealth Management LLC Investment ManagersFinance LNW develops asset allocation strategies that focus on risk management through their research of capital markets and macroeconomic trends. The firm's investment process begins with a combination of top-down and bottom-up analysis of stocks with a focus on growth sectors. They seek to identify companies with quality management teams, low P/E ratios, sound balance sheets and above-average earnings per share growth. Sector percentages are determined on a top-down basis and change as fundamental valuations warrant.	Director/Board Member	2024-06-30
AMALGAMATED CHARITABLE FOUNDATION, INC. AMALGAMATED CHARITABLE FOUNDATION, INC. Investment Trusts/Mutual FundsMiscellaneous Amalgamated Charitable Foundation Inc is a company that operates in the Non-Profit & Charitable Organizations industry. The company is located in the US.	Director/Board Member	2021-07-31
New Resource Bank New Resource Bank Regional BanksFinance Provides commercial banking services	Director/Board Member	2016-12-31
Marin Community Foundation Marin Community Foundation Investment Trusts/Mutual FundsMiscellaneous Functions as a foundation or endowment	Director/Board Member	2016-12-31
New Resource Bancorp New Resource Bancorp Regional BanksFinance Provides banking services	Director/Board Member	-

See the detail of Julia Sze's experience

Training of Julia Sze

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Julia Sze's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	11
Cavco Industries, Inc. Cavco Industries, Inc. HomebuildingConsumer Durables Designs and produces factory-built homes	Consumer Durables
Turtle Beach Corp. Turtle Beach Corp. Electronics/AppliancesConsumer Durables Develops audio products for the consumer and commercial markets	Consumer Durables
Sonen Capital LLC Sonen Capital LLC Investment ManagersFinance Sonen uses an asset allocation approach tailored to each client’s financial and impact return objectives, risk tolerance, liquidity needs, tax and other personal considerations, which is designed to build a well-diversified investment portfolio with a focus on capital preservation, while taking advantage of short- and long-term opportunities in the global capital markets. Upon the development of an investment policy and long-term strategic asset allocation plan for a client, the firm will then construct a portfolio of investment products that considers the purpose, correlation, and risk/return profile of each investment.	Finance
Stanford University Stanford University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Marin Community Foundation Marin Community Foundation Investment Trusts/Mutual FundsMiscellaneous Functions as a foundation or endowment	Miscellaneous
New Resource Bank New Resource Bank Regional BanksFinance Provides commercial banking services	Finance
Laird Norton Wealth Management LLC Laird Norton Wealth Management LLC Investment ManagersFinance LNW develops asset allocation strategies that focus on risk management through their research of capital markets and macroeconomic trends. The firm's investment process begins with a combination of top-down and bottom-up analysis of stocks with a focus on growth sectors. They seek to identify companies with quality management teams, low P/E ratios, sound balance sheets and above-average earnings per share growth. Sector percentages are determined on a top-down basis and change as fundamental valuations warrant.	Finance
Arabella Advisors LLC Arabella Advisors LLC Miscellaneous Commercial ServicesCommercial Services Provides administrative, operational and strategic support services for non-profit companies	Commercial Services
New Resource Bancorp New Resource Bancorp Regional BanksFinance Provides banking services	Finance
Tern Bicycles Tern Bicycles Motor VehiclesConsumer Durables Engages in manufacturing bicycles	Consumer Durables
AMALGAMATED CHARITABLE FOUNDATION, INC. AMALGAMATED CHARITABLE FOUNDATION, INC. Investment Trusts/Mutual FundsMiscellaneous Amalgamated Charitable Foundation Inc is a company that operates in the Non-Profit & Charitable Organizations industry. The company is located in the US.	Miscellaneous