Our Team

Jin joined our firm in 2015 as a Securities and Portfolio Analyst. Her examination and graphical evaluation of client portfolios are vital to helping clients understand how their investments are performing. Applying her project management background and Agile methodology, Jin ensures that investment processes function smoothly, compliance requirements are fulfilled and that business operations and technology projects produce optimal results. Previously, Jin worked at Armstrong Shaw Associates, where she served as Compliance and Technology Manager, revamping that firm’s SEC filings, proxy votes and other compliance procedures to align company operations with regulatory requirements. She was also a valued member of the company’s compliance committee and accelerated migration from AIMR to GIPS compliance. In her earlier role there as a Business/Technology Project Manager and Business Analyst, she significantly reduced the company’s risk potential by redesigning how it handled client correspondence, archiving, performance and CRM systems.