Lucy Jing
Co-Founder and Director
Ms. Jing is the director of OceanIQ Capital, an SEC registered investment adviser. She 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.