Our People

We are executive-level analysts, strategists and advisors.

Our Executive Team
Cherry Chan

Cherry Chan

CEO
Cindy Leung

Cindy Leung

CFO
Joanne Lau

Joanne Lau

COO
Lynn Ladd

Lynn Ladd

Chief of Staff
Our Core Team
Beth Moore

Beth Moore

Client and Operations Manager
Zoe de Best

Zoe de Best

Business Development Manager
Our Advisors
Carolina Jiminez

Carolina Jiminez

Advisor
Stephanie Millar

Stephanie Millar

Advisor
JoAnne Sherry

JoAnne Sherry

Advisor
Frank Seguin

Frank Seguin

Advisor
Prachi Sharma

Prachi Sharma

Advisor
Michael Andriescu

Michael Andriescu

Advisor
Isabel Fowles

Isabel Fowles

Advisor
Maggie Zhang

Maggie Zhang

Advisor
Amery Mold

Amery Mold

Advisor
Roshana Stanley

Roshana Stanley

Advisor
Herms Stanley

Herms Stanley

Advisor
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