Sam Carter Email & Phone Number

Ms. Yan Cheng is a powerful and highly professional investor. She works with founders and entrepreneurs in technology, healthcare, real estate, food and retail, with a focus on liquidity events and multigenerational wealth transfer. She is responsible for developing and managing client relationships and providing holistic solutions in investment management, lending, wealth planning, trust and estate planning, and charitable giving.Before becoming a limited partner, she worked as a senior international financial planner and risk analyst at Huming Investment. Earlier in her career, Ms. Yan Cheng worked as an investment strategy analyst and derivatives analyst at DFJ's Equity Capital Markets. Ms. Yan Cheng is a Chartered Financial Analyst holder and a member of the Chartered Financial Analyst Institute of Los Angeles. She holds a master's degree in financial economics and multiple certificates from Shanghai University of Finance and Economics and the National University of Singapore.Her passions include advancing the interests of Asian Americans, supporting women entrepreneurs, advocating for equal educational opportunity, and connecting the arts and business worlds. She is the China Committee Chair and Global Board Member of Caden TNC (The Nature Conservancy), Vice Board Member of the Los Angeles Chinese Chamber of Commerce, and Advisory Board Member of Women of Vision. She is also active in a non-profit organization NGO, which aims to create a suitable living environment by guiding life assistance and medical assistance for poor children around the world.

Listed skills include Social Media, Public Speaking, Research, Microsoft Office, and 18 others.