Driven by Insight
Senior Leadership Team
Nevin Xu
CEO/UDP
Monica Wu
CFP®
Chief Operating Officer
Erin Lin
CFA®, CAIA®
Chief Investment Officer
Yan Huang
PMP®,CIM®
Chief Compliance Officer
Research & Sales Support
Erin Lin,
CFA®, CAIA®
Chief Investment Officer
George Hsu
Product Manager & Toronto Branch Manager
Angel Lin
Vice President of Sales
Roland Song
Director
Alex Zhou
CFA®
Senior Investment Analyst
Peixian Quek
MFin
Investment Analyst
Operation & Marketing
Monica Wu
CFP®
Chief Operating Officer
Caroline Zheng
MDM
Operating and
Marketing Assistant
Selina Shen
MSc
Marketing Analytics Associate
Hannah Ban
MI
Operating Assistant
Matt Sudeta
Technical Support Specialist
Finance
Henry Chen
CPA®
Controller
Chloe Gao
MSc
Accounting Assistant
Lewis Lyu
Accounting Assistant
Compliance
Yan Huang
PMP®,CIM®
Chief Compliance Officer
Michelle Zhao
FRM®
Compliance Officer
Advisory Council
Raphael Wu
International Product and Structure Specialist &
Independent Committee Member
Sam Tian
CFA®
Independent Committee Member
Our
Core Value
We care
for our community, partners, clients,
and employees
We share
our thoughts, knowledge, business relationships, and vision
We desire
to seek the truth and find better solutions
