Driven by Insight

Nevin Xu

CEO/UDP

Sam Tian CFA

Vice President

David Xie

Recruitment Manager

Matt Sudeta

Technical Support Specialist

Robin Fu

Investment Analyst

Monica Wu AFP, CFP

CCO/Head of Operations

Angel Lin

Vice President of Sales

Sarah Yuan

Head of Business Development

Michelle Zhao MFRM

Compliance Officer

Lewis Lyu

Senior Assistant

Erin Lin CFA, CAIA

Head of Investments

Raphael Wu CFA

International Product and Structure Specialist

Henry Chen CPA

Senior Corporate Accountant

Joy Han MBAN

Investment Analyst

Vicky Jia M.Sc

Admin & Case Coordinator

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