Mr. Xu started his career in the financial industry with Charles Schwab in 2000 in San Francisco, serving investors mainly from countries of the Asia Pacific region. Mr. Xu served as a Vice President/Financial Consultant to grow the business of the affluent investors from this region, assisting investors with financial advice on investments, estate planning, gifting, income tax, retirement. Mr. Xu traveled to Taiwan, Hong Kong, and China to conduct investment seminars, meet with prospective clients, and promote Schwab's products and services. He managed more than 300 accounts in his active practice with a total of $600 million in assets under management (AUM). He ranked #1 in Schwab International and won Chairman's Club in 2015.
Mr. Xu graduated from Shanghai Foreign Language Institute and served as a Chinese-French interpreter in many international economic projects, including as a Chinese-French interpreter for André Kofingba, the President Of Central Africa Republic. At the end of his tenure of office, he received the medal of Grand Officer, one of the highest honors of his nation in recognition of his outstanding service.
Mr. Xu is a Certified Wealth Strategist (CWS) and holds Series 7, 63 and 66 licenses. He graduated with a Master's Degree from the University of Bangui. He is fluent in English, French and Chinese.
Ms. Wang has over eight years of domestic and international experience in the professional roles of Client Relations, Project Management and Operations. Ms. Wang started her career in 2006 as a Project Assistant for the Investment Informational program for BOCO Inter-Telecom, Co. and later as an Executive Assistant at Guangzhou Hangxin Aviation Technology, where her responsibilities included vendor relationship and project management. She was a liaison coordinating military contracts with corporate and governmental agencies in Guangzhou, China. Additionally, she supported and managed vendor databases and client relationships for the Port of Oakland.
Ms. Wang is responsible for managing and developing the firm's domestic and international client relationships. She has received numerous accolades for her outstanding level of service in addressing clients' diversified needs. She also works closely with the Portfolio Management investment team.
Ms. Wang graduated from Xi'an University of Science Technology in Shaanxi, China with a BS in Communication Engineering. Ms. Wang is a member of the Association of Certified Fraud Examiners. She is fluent in Mandarin and English.
Howard Aschwald, CFA Chief Investment Officer Quantum Capital
Daniel Young, CFP®, CFE Chief Compliance Officer Quantum Capital
Steve Adams Senior Vice President, Residential Lending Sterling Bank & Trust
William Vowler Director, Retail Banking Sterling Bank & Trust
Nathan LaBudde Vice President, Commercial Lending Sterling Bank & Trust