I work with founders and business owners to minimize tax, manage investment strategy, and plan their personal finances. I also serve as an adviser to family enterprises, early-stage startup technology companies, and am involved with the CFA Society in New York and Los Angeles.My role at the firm includes leading our Investment Committee, portfolio management, investment diligence, and asset allocation. My past experience has been focused on wealth management, equity research, portfolio management, and corporate finance.Fun Facts• You can find me skiing during the winters, backpacking on weekends, and running at the local high school track.• I’ve hiked Mt. Whitney, the tallest mountain in the lower 48 states, and the Grand Canyon North Rim to South Rim. • My grandfather helped bring Bruce Lee, Jackie Chan, and Jet Li into the movie business.• I’ve lived in Los Angeles, New York, Washington DC, London, and Hong Kong.