As Vice President at Sunstone Management, Lloyd Wei is dedicated to delivering comprehensive investment advisory and investment management services centered on alternative investments such as venture capital to both high-net-worth and institutional clients. With over ten years of experience in finance, Lloyd’s exceptional qualities, including his meticulousness, attentive listening skills, and empathy, are highly valued by his clients. He works together with a team of industry experts to provide exceptional customer service and establish enduring relationships with his growing clientele.
Lloyd is a CFA charter holder. He also holds the professional designation of Certified Financial Planner (CFP®). He speaks fluent English and Mandarin.