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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 M.A.Sc

VP of Business Development

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Ceci Li CPA

Senior Corporate Accountant

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Miranda Qu MA

Investment Analyst

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Monica Wu AFP, CFP

CCO/Head of Operations

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Angel Lin

Vice President of Sales

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David Xie

Recruitment Manager

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Matt Sudeta

Technical Support Specialist

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May Gui

Marketing Associate

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Erin Lin CFA

Head of Investments

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Raphael Wu CFA

International Product and Structure Specialist

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Sarah Yuan

Business Development Manager

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Michelle Zhao MFRM

Compliance Officer

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Emma Zhang M.A.Sc

Admin & Case Coordinator

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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