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
Analyst
Jack Zhang
Analyst
Eva Chen
Office Manager