Kai Chen

Founder & Managing Director

As the company head, Mr. Chen’s primary role is to provide strategic vision, investment advisory, and relationship management. He is the managing partner of OceanIQ’s venture investments in technology and biotechnology start-ups. He started his investment management career at Goldman Sachs Private Wealth Management, specializing in asset allocation and investment strategies. He later spent 12 years at Credit Suisse and was most recently a Director and Relationship Manager. He has worked extensively with prominent families on investment management, trust & estate planning; with corporate founders on selling strategies such as 10b5-1 plans; and with private equity fund managers on block trading and diversification strategies. Mr. Chen graduated from UCLA with a BA in Business Economics.

Kevin Colas

Partner

Mr. Colas is the co-CIO in charge of investment management and new business development. Most recently he worked with Hap Klopp, founder and former CEO of The North Face, a global leader in outdoor apparel and accessories, to raise funding for a consumer and lifestyle venture fund. Prior to that he led strategy consulting project teams for startups and Fortune 500 companies in IT, healthcare, consumer, industrials and telecom at Vaxa Inc., and the first business analytics team for the healthcare insurance exchange GoHealth. Prior, Mr. Colas worked 7 years in asset management as portfolio manager at A2 Gestion, equity sales at Merrill Lynch, institutional marketing at State Street Corp, and M&A at Credit Lyonnais. He holds an MBA from Hult, an MPhil in finance from Aix-Marseille U., an MS in management from Skema and a BS in economics from Grenoble U.

Lucy Jing

Co-founder & Director

Ms. Jing focuses on managing daily operations of client service, venture investments, and corporate partnerships. She started her wealth management career at Bank of America International Private Bank, where she spent 7 years servicing high net worth families in Asia. After Bank of America’s merger with Merrill Lynch, she spent 4 years at the Menlo Park office working mainly with Silicon Valley professionals and entrepreneurs. In 2012, Ms. Jing joined Mr. Chen’s team at Credit Suisse to deepen her expertise in servicing both the local and offshore markets. She actively worked with partners (CPAs and wealth transfer/immigration attorneys) to deliver customized solutions in the areas of cash/credit, investment allocation, retirement, and wealth transfer planning. She is fluent in Cantonese, Mandarin, and Shanghai dialect.