Portfolio Manager & Senior Analyst

Jerome Li

Portfolio Manager & Senior Analyst

Jerome Li brings 20 years of financial industry experience ranging from supervising portfolio risks on $6 billion of assets at Raymond James, to leading compliance and investment analysis and due diligence, to developing investment policy statements at another wealth management firm as CCO and Portfolio Manager.  He holds the CFA designation having previously achieved the CIM and FCSI designations and U.S. Series 7 examination.

Jerome is fascinated by disruptive business ideas and success stories.  They move him to study investment opportunities with great enthusiasm.  He firmly believes, second to our faith, successful businesses like happy families are vital pillars of a vibrant society.  Jerome is a proud father of six children and a happy husband to his best friend in life.