ENOCH WEALTH - Key Persons
A graduate of Simon Fraser University, Carrie's experience includes developing investment and insurance solutions for private and corporate clients. At Enoch Wealth Management, her focus and expertise are leveraged to build and establish processes, systems and support within an EMD environment to assist advisors to support their client's investment strategies. Along with this role, her senior management role includes implementing the firm's vision as well as regulatory compliance.
Job Titles:
- CCO / Head of Investment
- Head of Investment
- Head of Investments
As a CFA Charterholder with 10 years of experience in financial modeling and due diligence in both the private and public investment markets, Erin leads our strategies and investments team. Prior to joining Enoch, she previously worked as Manager of the Infrastructure Asset Management Services at Agentis Capital, providing post-financial close equity and debt management to infrastructure projects in North America. Erin started her career as an Equity Research Analyst at Macquarie Securities in Shanghai, covering Hong Kong and US-listed stocks. Erin holds a B.Com degree from the UBC Sauder School of Business with a double major in Finance and Transportation and Logistics.
Job Titles:
- Admin / Marketing Associate
Michelle has over 10 years of experience with financial field in China. She has worked in the securities industry, foreign banks, regional government's compliance and risk management department in Beijing. She graduated from Hunan University with a double bachelor degree in finance and law, and graduated from the University of Glasgow with a master degree in financial risk management. At Enoch Wealth Management, she does due diligence for new products and constantly analyzes new trends in regulatory systems to ensure the products on shelf remains up-to-date with regulatory compliance. She revises continuously the police and procedure documents to keeps all regulations and legal requirements up to date to keep the business running smoothly.
Job Titles:
- CCO
- Head of Operations
- Member of the Executive Team
As the first double-licensed financial planner in China's Financial System, Monica's experience includes the China Construction Bank and leading the establishment of the first personal wealth management center of the Suzhou Branch as well as working in Singapore and Hong Kong to establish private banking centers responsible for the development, maintenance and promotion of ultra-high net worth clients. Her insight and experience in financial markets and processes give our clients a multifaceted perspective on investing.
Job Titles:
- Member of the Executive Team
- CEO / UDP
- Founder and President of Wistom Group
CEO and UDP of Enoch Wealth, Nevin Xu is also the founder and president of Wistom Group, and currently the Vice President of the North American Investment Chamber of Commerce. Nevin started his career as an entrepreneur in various industries and subsequently joined the wealth management and insurance industries. With the leadership temperament and pioneering spirit of an entrepreneur, Nevin's insight and experience expertly integrate resources to bridge high-quality projects and qualified investors.
Job Titles:
- VP of Business Development
Ryan obtained his B. Eng degree from Zhejiang University with honor and M.A.Sc. degree from the University of Toronto (with full scholarship). He has brought to the team with years of professional experience working in Canada's major banks, entrepreneurship founding professional training agencies in Toronto, as well as leadership in volunteer activities servicing the Chinese community. Ryan has passed the Exempt Market Proficiency course and is a licensed Dealing Representative. He has also passed the CFA Level II exam and is pursuing the designation. Ryan is a life-time learner, good problem-solver, and passionate about healthy lifestyles.
Job Titles:
- Corporate Trainer / Risk Analyst
Tom graduate with Master of Science in Finance and Bachelor of Business degree from Simon Fraser University. Prior to join Enoch, he had 3 years experiences in education industry and developed strong communication skills. As Enoch Wealth Management, Tom is a risk analyst in the product team. With solid background in financial risk management, he focuses on applying various of financial models to analyze risk of products and provides timely updates on products to sales teams. He also serves as an in house trainer, providing professional and systematic training on CIM and EMP.
Umberto's broad financial management experience includes regional governments, Fortune 500 companies, and publicly listed companies in Hong Kong. At Enoch Wealth Management, his experience and rich knowledge of corporate finance, investment and business decision-making give our clients a comprehensive understanding of investment strategy.