Dr. Sophie Zhong is a seasoned investment expert with over 10 years of experience in family office management, serving very high-net-worth individuals and families. Her expertise includes asset allocation, investment strategy development, risk management, and performance reporting. Sophie has extensive knowledge and experience in providing investment advice in primary market investments and alternative investments.

With a PhD in finance and a CFA certification, Sophie has a deep understanding of the financial industry and is committed to delivering exceptional results to clients. Throughout her career, she has demonstrated a strong track record of successfully managing complex investment portfolios and delivering consistent returns for her clients.

Sophie holds a PhD from the University of Michigan, Ann Arbor, and a BS degree from Tsinghua university.