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Our LGIC Team

Meet the wealth advisors and family office services team dedicated to serving your needs.

Michael Liu, 联Research Director | Macro Strategy Manager

Formerly served as an analyst in the macro research team at Morgan Stanley's New York headquarters Proficient in interpreting Federal Reserve policies, analyzing the US dollar cycle, and allocating major asset classes Successfully avoiding the risk of a sharp decline in US Treasury bonds in 2023, guiding members to increase their holdings in safe haven gold and commodity ETFs, achieving a quarterly return of+18%

Jason Wu ,market strategist

Formerly worked as an analyst in the research department of Fuguo Bank
Proficient in theme investment mining, growth stock screening, and industry cycle analysis
Leading members to explore high prosperity tracks such as green energy and medical innovation in 2023, laying out sector ETFs and leading individual stocks, with an average quarterly return of+22%

Sophia Yuan, Quantitative Research Supervisor

PhD from Swiss Federal Institute of Technology Zurich
Proficient in multi factor modeling, AI timing algorithms, and backtesting system design
The developed 'Intelligent Rotation Factor Model' helped the club's mid line strategy group achieve an annual return rate of+39% in 2023, significantly better than the S&P index during the same period

Alan Zhao,Compliance and Legal Affairs Director

Provided compliance review for multiple Registered Investment Advisors (RIAs) in the United States
Proficient in investment process compliance, contract risk prevention and control, and investor rights protection
Guide the club to complete compliance cooperation with US stock brokers and third-party asset custody platforms, and provide members with a safe and transparent operating environment

Victor Huang ,AI and Semiconductor Researcher

Previously worked in the Technology Investment Research Department of NVIDIA and Citigroup Proficient in artificial intelligence chips, GPU industry chain, and global semiconductor trends

Rachel Kim,Analyst | Expert in Long term Value Investing in US Stocks

Previously worked in the Private Wealth Management Department of Goldman Sachs
Proficient in financial report interpretation, valuation models, and defensive allocation
In the bear market of 2022, against the trend, layout Coca Cola, Johnson&Johnson, and Berkshire Hathaway to help member accounts steadily rise with a drawdown of less than 5%

Daniel Zhou,Head of Small Cap Growth and Biomedical Direction

Formerly worked as a growth stock researcher at Coatue and Fidelity
Proficient in clinical pipeline assessment and early growth stock exploration
Leading the team to explore high potential biopharmaceutical stocks such as Immunocore and Exact Sciences, with an annualized return of over 70%

Isabelle Lee,Analyst | International Market and ETF Allocation Strategist

Formerly served as a research consultant for Ruiyin Wealth Management in Asia Proficient in global ETF portfolios, cross-border sector rotation, and exchange rate hedging strategies
Leading members to reallocate ETFs in the Japanese and Indian markets during the strong US dollar period in 2023, achieving a balance between hedging and growth

Tommy Wang｜Analyst | Market Sentiment and Quantitative Timing Model Designer

Previously worked in Bloomberg's quantitative strategy team
Proficient in volatility modeling, VIX indicator application, and extreme market hedging
Utilizing our self-developed 'reversal timing factor' to capture the bottom of panic sentiment in March 2023, helping members achieve+18% weekly returns during short-term rebounds

Kevin Ma,Analyst | Energy and Commodity Strategy Expert

Previously worked in the Commodity Trading Department of JPMorgan Chase
Proficient in research on crude oil, natural gas, precious metals, and new energy sectors
In the period of high energy inflation in 2022, we will accurately layout ExxonMobil, Chevron, and Gold Mine ETFs, leading our members to achieve quarterly+35% returns

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LGIC, provides investment advisory, family office, and other services to individuals, families, and institutional clients. LGIC Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. LGIC Asset Management, LLC, and LGIC Partners, LLC, are SEC registered investment advisors.