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Meet Our Team
Dr. Xiaohan Pan, CFA, MCSI
CEO, Head of Investor Relations
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responsible for institutional investor relations and bespoke mandates
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Xia Wang, CFA, MCSI
Co-founder, CIO
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responsible for research and investment management
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John Flynn, ACII, FPFS
Co-founder, Compliance
provides compliance oversight of investment operations and risks
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Elizabeth Lee
Director
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provides education and succession advice for private clients
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Shunwei Zhang, IMC
Investment Director
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develops tailored trading strategies, and conducts rigorous investment screening
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