Mengxue Cao is a CFA® charterholder with eight years of experience at Ailares Inc. Prior to joining the firm, Mengxue worked at Boston University for three years. Ailares provides discretionary separately managed account portfolio management and investment advisory services to qualified clients, including high-net-worth individuals, trusts, estates, corporations, and certain retirement accounts. The firm employs a combination of fundamental, technical, macro, quantitative, sentiment analysis, and proprietary machine-learning tools to guide investment decisions across a range of asset classes and strategies.

Cheng Xu is a financial advisor at Ailares with four years of industry experience. He holds a Series 65 designation and has previously worked at Axiom Bank and T. Rowe Price. His career includes multiple roles at Ailares entities dating back to 2017. Ailares provides discretionary separately managed account portfolio management and investment advisory services to qualified clients, including high-net-worth individuals, trusts, estates, corporations, and certain retirement accounts. The firm employs a combination of fundamental, technical, macro, quantitative, sentiment analysis, and proprietary machine-learning tools to guide investment decisions across a range of asset classes and strategies, including derivatives and options.