Griffinest Asia Asset Management, LLC

Xinyi Wang is a CFA® charterholder and Series 63 licensee with 11 years of industry experience. She has been with Griffinest Asia Asset Management, LLC since 2021 and is also affiliated with Griffinest Asia Securities, LLC. Griffinest Asia Asset Management serves high-net-worth individuals, corporations, and institutional clients, providing discretionary portfolio management and financial planning. The firm customizes portfolios based on clients’ risk tolerances and objectives and manages approximately $10.27 million across nine clients.

Wan Lin Liao is a financial advisor at Griffinest Asia Asset Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Griffinest Asia Management, LLC since 2019 and Griffinest Asia Securities since 2012. Griffinest Asia Asset Management serves high-net-worth and qualified individual investors, as well as corporations and institutional clients, providing discretionary portfolio management, investment advisory, and personal financial planning services. The firm customizes portfolios based on clients’ risk tolerances and objectives and manages approximately $10.27 million in assets across nine accounts.

Victor Lin is a financial advisor with Griffinest Asia Asset Management, LLC in Pasadena, CA. He holds Series 63 and Series 66 designations and has 24 years of industry experience. Since 2012, he has also served as CEO of Griffinest Asia Securities, LLC. Griffinest Asia Asset Management primarily serves high-net-worth and qualified individual investors, as well as corporations and institutional clients, offering discretionary portfolio management and personalized financial planning. The firm customizes portfolios based on clients’ risk tolerances and objectives, managing approximately $10.27 million in assets across nine clients.

Yu Lung Tsao is a financial advisor at Griffinest Asia Asset Management, LLC with 24 years of industry experience. He has previously worked at Nomura International (Hong Kong) Limited and has been with Griffinest Asia since 2017. Tsao is the managing member of RichFun Management LLC, an investment-related firm that manages RichFun Portfolio LP, a Delaware limited partnership offering interests to accredited investors. Griffinest Asia Asset Management primarily serves high-net-worth and qualified individual investors, as well as corporations and institutional clients, providing discretionary portfolio management and personalized financial planning. The firm customizes portfolios based on client risk tolerances and objectives, investing across domestic, foreign, and alternative securities.

Chung Ping Li is a financial advisor at Griffinest Asia Asset Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has been with Griffinest Asia since 2019. In addition to his advisory role, he is a licensed real estate agent affiliated with Coldwell Banker Dynasty, where he has been active since 2013. Griffinest Asia Asset Management primarily serves high-net-worth individuals, corporations, and institutional clients by providing discretionary portfolio management and personalized financial planning. The firm customizes portfolios based on client risk tolerance and objectives, investing across domestic, foreign, and alternative securities.

Shanshan Wang is a financial advisor at Griffinest Asia Asset Management, LLC with 14 years of industry experience. She holds Series 63 and Series 66 designations and has been with Griffinest Asia Asset Management since 2021. Outside of her advisory role, she serves as Secretary of Taste Memory Corp, a food catering and provider business. Griffinest Asia Asset Management primarily serves high-net-worth and qualified individual investors, as well as corporations and institutional clients, offering discretionary portfolio management and personal financial planning. The firm customizes portfolios based on client risk tolerances and objectives and manages approximately $10.27 million in assets across nine clients.