Our team
Professionals to accompany you on your journey to exceptional growth
Our team is comprised of dedicated professionals who are passionate about exceeding our client’s expectations.
Nelson Yu
Senior VP
15+ years experience
Tom Chan
President
20+ years experience
Ivan Yu
Assistant President
12+ years experience
Timothy Fung
VP - Operations
15+ years experience
Y.B. Zhong
12+ years experience
Bill Lee
Senior Vice President
12+ years experience
Terry Li
Chief Quant Strategist
20+ years experience
Dianne Russell
Financial Analyst
7+ years experience
Arlene McCoy
Sales Executive
5+ years experience
Eleanor Pena
Marketing Specialist
3+ years experience
9+ years experience
Esther Howard
Content Manager
8+ years experience
Jenny Wilson
Marketing Specialist
6+ years experience
Kristin Watson
Compliance Officer
9+ years experience
Savannah Nguyen
Content Manager
5+ years experience
Roselle Ehrman
Financial Analyst
4+ years experience
Our team spirit
Our story is one of professionalism, determination, and a relentless pursuit of excellence
Began with a vision to revolutionize the world of private banking, to empower clients with the means and products they need to thrive in a rapidly evolving investment landscape.
