Leveraging 20 years’ experience in investment research and portfolio management, Frank helps clients achieve their long-term financial goals by listening to their stories, analyzing their unique situations, and tailoring time-tested solutions for their needs.
Frank is an expert in the fixed income area, he used to work as a portfolio manager for one of the top asset management institutions in China. Frank adheres to an absolute return investment approach underpinned by diligent research and solid portfolio construction. He holds a Master’s degree in Applied Finance from Victoria University of Wellington, New Zealand, and a Bachelor’s degree in Economics from Xi’an Jiaotong University, China.
Frank enjoys a dynamic outdoor life. Frank is also a coffee enthusiast. Frank actively shares his investment knowledge and encourages global investing in communities.
