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Driven by Insight

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Nevin Xu

CEO/UDP

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Sam Tian CFA

Vice President

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Ryan Yan

VP of Business Development

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Monica Wu AFP, CFP

CCO/Head of Operations

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Raphael Wu CFA

International Product and Structure Specialist

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Michelle Zhao MFRM

Compliance Officer

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Erin Lin CFA

Head of Investments

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Sarah Yuan

Business Development Manager

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May Gui

Marketing Associate

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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