Our Team
Calvin has over 30 years of experience in the finance industry, including 24 years of wealth management experience in Asia. He has held senior roles at Citi Wealth Advisors and Merrill Lynch Global Wealth Management, where he was the Hong Kong Market and Private Banking and Investment Group Head.
Calvin began his wealth management career as an investment advisor at Morgan Stanley, followed by ten years at Salomon Smith Barney, where he specialized in investment management consulting for both traditional and alternative investments. Calvin also spent several years as Managing Director and COO at Carret Private, an independent asset manager based in Hong Kong.
Calvin is a graduate of the University of California, Berkeley, with Bachelors degrees in Economics and Political Economy of Industrial Societies.
Calvin has lived in Hong Kong for over 27 years and enjoys playing basketball, golf, skiing and spending time with his wife and daughters.
“We believe in the power of listening and strive to understand investors' objectives and processes in order to be additive to their efforts and judicious with their time."