Our Team

We are a global, dynamic and client-focused team. Our team of experts are here to help you make the best decisions using unique financial and investment strategies & platforms. 

Kai Chen

CFA; Founder and CEO

Lucy Jing

Co-Founder and Director

Bob Fuyan Lin

General Partner

Daniel Liao

Senior Partner

Shih-Wei Sun

Senior Advisor

Gary Shi-Ge Dong

Advisory Board Member

Jack Tretton

Strategic Partner

Diana Chen


Jack Zhang


Eva Chen

Office Manager