Xuelong Zhou is a CFA® charterholder affiliated with RSA Capital and has recently begun his career in the financial advisory industry. Prior to joining RSA Capital, he worked at RockyStream Global Wealth Management LLC and Wells Fargo & Company. RSA Capital provides discretionary investment management and financial planning services to individuals, family trusts, small businesses, and institutions, with a notable presence of foreign clients mainly from China. The firm employs a combination of Modern Portfolio Theory, strategic macro asset allocation, and tactical micro allocation, offering diversified allocation programs and a quantitative stock selection strategy focused on the S&P 500.

Yan Zhang is a financial advisor at RSA Capital with Series 65 and Series 63 licenses and five years of industry experience. Prior to joining RSA Capital, Yan worked at RockyStream Advisor, LLC for 12 years. RSA Capital provides discretionary investment management and financial planning to individuals, family trusts, small businesses, and institutions, including some foreign clients primarily from China. The firm employs a combination of Modern Portfolio Theory, strategic macro asset allocation, and tactical micro allocation, offering core programs that include diversified mutual fund/ETF/stock allocations and a quantitative model focused on S&P 500 stocks.