A true meeting of the minds

As individuals with unique perspectives, extensive experience, and complementary skill sets, our team works collaboratively to deliver unique and tailored portfolio management to those whose wealth we steward.

Headshot of Grace Wang.

Grace Wang

Senior Portfolio Manager


Headshot of Samuel Jang.

Samuel Jang, CFA

Investment Associate


Headshot of Leslie Mah.

Leslie Mah

Associate Advisor


Jialing (Katherine) Yang headshot.

Jialing (Katherine) Yang



Hazel Chen

Hazel Chen

Administrative Assistant


Put down strong financial roots today

Discover what our team of investment experts can do to help enable your future growth.

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