We are the Boutique, and We are the Best

Meet the Team

  • Eli Zhu

    CO-FOUNDER, CIO
    CFA, FRM, CAIA

    Certified ESG Investment

    Master of Accounting, Master of Real Estate & Infrastructure

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    Jacky Lam

    CO-FOUNDER, COO

    Master of AI Management

  • Cathy Chen

    Private Wealth Management, Wealth Manager

    MBA