Driven by Insight

Nevin Xu

CEO/UDP

Yan Huang PMP

Chief Compliance Officer

Raphael Wu

International Product and Structure Specialist

Henry Chen CPA

Senior Corporate Accountant

Matt Sudeta

Technical Support Specialist

Chloe Gao

Accounting Assistant

Monica Wu AFP, CFP

Chief Operating Officer

Angel Lin

Vice President of Sales

George Hsu

Senior Investment Analyst

Joy Han CFA

Investment Analyst

Lewis Lyu

Senior Assistant

Erin Lin CFA, CAIA

Head of Investments

Sarah Yuan

Head of Business Development

David Xie

Recruitment Manager

Peixian Quek MFin

Investment Analyst

Vicky Jia M.Sc

Operation Assistant

OUR CORE VALUES