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Driven by Insight
Nevin Xu
CEO/UDP
Sam Tian CFA
Vice President
Ryan Yan
VP of Business Development
Monica Wu AFP, CFP
CCO/Head of Operations
Raphael Wu CFA
International Product and Structure Specialist
Michelle Zhao MFRM
Compliance Officer
Erin Lin CFA
Head of Investments
Sarah Yuan
Business Development Manager
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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