Meet Our Team

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Dr. Xiaohan Pan, CFA

CEO, Head of Investor Relations

responsible for institutional investor relations and bespoke mandates

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Xia Wang, CFA

CIO

responsible for research and investment management

 

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John Flynn, ACII, FSFA

Co-founder, compliance

 

provides compliance oversight of investment operations and risks

 

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Alice Gu

Associate

provides financial planning and investment advice for private and corporate clients 

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Elizabeth Lee

Advisor

provides education and succession advice for private clients

 

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