With more than 9 years of experience in wealth management, Nathan led a team of highly skilled investment advisors providing financial services to high-net-worth individuals as well as institutional clients.
During his tenure at Sunstone Management, he played integral roles in the development and management of successful private equity funds including fixed income fund, equity growth fund, and various venture capital funds. Nathan’s leadership and management were responsible for strong growth in Assets Under Management.
He received his Bachelor of Science Degree from the University of California, Riverside. Utilizing his expert experience in finance and language skills, Nathan is committed to serving our clients and helping them achieve their financial goals. He in fluent in Mandarin and English.