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Nevin Xu
CEO/UDP
Monica Wu｜AFP, CFP®
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Erin Lin｜CFA®, CAIA®
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Yan Huang｜PMP®
Chief Compliance Officer
Angel Lin
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Sarah Yuan
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Raphael Wu
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David Xie
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George Hsu
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Henry Chen｜CPA®
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Joy Han｜CFA®
Investment Analyst
Peixian Quek｜MFin
Investment Analyst
Matt Sudeta
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Lewis Lyu
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Vicky Jia｜M.Sc
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Chloe Gao
Accounting Assistant
Caroline Zheng
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