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Nevin Xu
CEO/UDP
Monica Wu, CFP®
Chief Operating Officer
Erin Lin, CFA®, CAIA®
Chief Investment Officer
Yan Huang, PMP®, CIM®
Chief Compliance Officer
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Erin Lin, CFA®, CAIA®
Chief Investment Officer
George Hsu
Product Manager & Toronto Branch Manager
Angel Lin
Vice President of Sales
Roland Song
Director
Joy Han, CFA®, CAIA®
Investment Analyst
Peixian Quek, MFin
Investment Analyst
运营与市场营销
Monica Wu, CFP®
Chief Operating Officer
Vicky Jia, M.Sc
Operation Assistant
Caroline Zheng
Operating and Marketing Assistant
Matt Sudeta
Technical Support Specialist
财务与人力资源
Henry Chen, CPA®
Controller
Lewis Lyu
Accounting Assistant
Chloe Gao
Accounting Assistant
合规
Yan Huang, PMP®, CIM®
Chief Compliance Officer
Michelle Zhao
Compliance Officer
顾问委员会
Raphael Wu
Independent Investment Committee Members
Sam Tian, CFA®
Independent Investment Committee Members
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