Recognized as one of the best Exempt Market Dealers in Canada (by Private Capital Journal), our leadership team has developed a reputation that is driven by a record of disciplined long-term thinking and insightful portfolio management.
Nevin Xu
CEO/UDP
Song Ann Lim CFA, CMT, FRM
Head of Investments
Carrie Zhu
Head of Operations
Bryan Kao
Sales Director
Monica Wu AFP, CFP
Operations Manager & Compliance Officer
Jeff Chu PHD
Sales Director
Umberto Zhang MBA, CPA
Head of Finance
Eileen Wang
Marketing Manager
Nevin Xu
CEO/UDP
Song Ann Lim CFA, CMT, FRM
Head of Investments
Carrie Zhu
Head of Operations
Bryan Kao
Sales Director
Monica Wu AFP, CFP
Operations Manager & Compliance Officer
Jeff Chu PHD
Sales Director
Umberto Zhang MBA, CPA
Head of Finance
Eileen Wang
Marketing Manager
Nevin Xu
CEO/UDP
Song Ann Lim CFA, CMT, FRM
Head of Investments
Carrie Zhu
Head of Operations
Bryan Kao
Sales Director
Monica Wu AFP, CFP
Operations Manager & Compliance Officer
Jeff Chu PHD
Sales Director
Umberto Zhang MBA, CPA
Head of Finance
Eileen Wang
Marketing Manager
Nevin Xu
CEO/UDP
Song Ann Lim CFA, CMT, FRM
Head of Investments
Carrie Zhu
Head of Operations
Bryan Kao
Sales Director
Monica Wu AFP, CFP
Operations Manager & Compliance Officer
Jeff Chu PHD
Sales Director
Umberto Zhang MBA, CPA
Head of Finance
Eileen Wang
Marketing Manager
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