Irene So, MBA, CMA, CFA

Senior Portfolio Manager

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Richard So, CPA, CMA, CIM, CFA

Senior Portfolio Manager & Wealth Advisor

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Jonathan Yung, CFP®, FCSI, CIM

Associate Investment Advisor

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Marcia Zhou, CFP®, FCSI, CIM, BA

Associate Investment Advisor

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Michael Tse, CFP, CIM

Associate Investment Advisor

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Lisa Lee

Lisa Lee, CFP, CIM, FCSI

Associate Wealth Advisor & Financial Planner

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Benjamin Yang

Benjamin Yang, CFA

Associate Investment Advisor

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