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Chao X
CFA®
Hoboken, NJ
IONE Capital Management LLC
Chao Xu is a CFA® charterholder with seven years of industry experience. He has been with IONE Capital Management LLC since 2016. IONE Capital Management LLC provides discretionary portfolio management primarily to high-net-worth individuals and pooled investment vehicles. The firm employs a quantitative and systematic investment approach that includes algorithmic asset allocation, statistical alpha strategies, and the use of options and futures, managing accounts on a discretionary basis with explicit risk management policies.
Yijia F
Series 65
Hoboken, NJ
IONE Capital Management LLC
Yijia Fan is a Series 65-licensed advisor with IONE Capital Management LLC, bringing seven years of industry experience. Fan has served with IONE Capital Management since 2015. Outside of advisory services, Fan is a general partner of the iOne Multi Asset Strategy Fund, a private investment fund. IONE Capital Management LLC provides discretionary portfolio management primarily to high-net-worth individuals and pooled investment vehicles. The firm employs a quantitative and systematic investment approach, utilizing statistical alpha strategies, algorithmic asset allocation, and risk management policies, while managing accounts on a discretionary basis.
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