Driven by Insight

Nevin Xu

CEO/UDP

Sam Tian CFA

Vice President

David Xie

Recruitment Manager

Matt Sudeta

Technical Support Specialist

Zoey Lin CAMS

Compliance Officer

Vicky Jia M.Sc

Admin & Case Coordinator

Monica Wu AFP, CFP

CCO/Head of Operations

Angel Lin

Vice President of Sales

Sarah Yuan

Head of Business Development

Joy Han MBAN

Investment Analyst

Maggie Meng M.Sc

Business Development Associate

Erin Lin CFA, CAIA

Head of Investments

Raphael Wu CFA

International Product and Structure Specialist

Henry Chen CPA

Senior Corporate Accountant

Robin Fu

Investment Analyst

Lewis Lyu

Senior Assistant

OUR CORE VALUES