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Meet Our Team
Dr. Xiaohan Pan, CFA, MCSI
CEO, Head of Investor Relations
responsible for institutional investor relations and bespoke mandates
Xia Wang, CFA, MCSI
Co-founder, CIO
responsible for research and investment management
John Flynn, ACII, FPFS
Co-founder, Compliance
provides compliance oversight of investment operations and risks
Elizabeth Lee
Director
provides education and succession advice for private clients
Shunwei Zhang, IMC
Investment Director
develops tailored trading strategies, and conducts rigorous investment screening
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