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Driven by Insight
Nevin Xu
CEO/UDP
Sam Tian CFA
Vice President
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Ryan Yan M.Sc.
VP of Business Development
Henry Chen CPA
Senior Corporate Accountant
Joy Han MBAN
Investment Analyst
Emma Zhang M.Sc.
Admin & Case Coordinator
Monica Wu AFP, CFP
CCO/Head of Operations
Angel Lin
Vice President of Sales
David Xie
Recruitment Manager
Matt Sudeta
Technical Support Specialist
Robin Fu
Investment Analyst
Erin Lin CFA
Head of Investments
Raphael Wu CFA
International Product and Structure Specialist
Sarah Yuan
Business Development Manager
Michelle Zhao MFRM
Compliance Officer
Lewis Lyu
Senior Assistant
OUR CORE VALUES
OUR
CORE
VALUES
We care for our community, partners, clients, and employees
We share our thoughts, knowledge, business relationships, and vision
We desire to seek truth and find better solutions
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