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Mengyu L
CFA®, Series 63
New York, NY
TradeUp Wealth Management, Inc.
Mengyu Lan is a CFA® charterholder with 11 years of industry experience. Currently with TradeUp Wealth Management, Inc., Lan has previous experience at firms including US Tiger Securities Inc, Haitong International Securities (USA) Inc., Canadian Solar, and China International Capital Corp. TradeUp Wealth Management offers fully discretionary portfolio management to individual U.S. clients using online model portfolios focused on exchange-listed stocks and ETFs. The firm employs computer-based models and in-house oversight to implement growth and dividend-income strategies with automated rebalancing.
Guanwu Y
CFA®, Series 66, Series 63
New York, NY
TradeUp Wealth Management, Inc.
Guanwu Ye is a CFA® charterholder and holds Series 66 and Series 63 licenses, with 11 years of industry experience. He is currently with TradeUp Wealth Management, Inc., where he has worked since 2024. His previous roles include positions at AIME Capital Markets LLC, TradeUp Securities, Inc., US Tiger Securities, Inc., CICC US Securities, Inc., CLSA Americas, LLC, and Ariston Wealth Management, L.P. TradeUp Wealth Management provides fully discretionary portfolio management to individual U.S. clients through online model portfolios primarily composed of exchange-listed stocks and ETFs. The firm uses computer-based models and internal investment team oversight to apply growth and dividend-income strategies with automated rebalancing.
Lei H
CFA®
New York, NY
TradeUp Wealth Management, Inc.
Lei Huang is a CFA® charterholder with 16 years of industry experience. He is currently affiliated with TradeUp Wealth Management, Inc., where he has worked since 2024. His prior experience includes roles at TradeUp Securities Inc., US Tiger Securities, Inc., Haitong Securities USA LLC, Haitong International Securities (USA) Inc., and CICC Alpha Investment Management (USA), LLC. TradeUp Wealth Management provides fully discretionary portfolio management to individual U.S. clients through online model portfolios primarily composed of exchange-listed stocks and ETFs. The firm employs computer-based models combined with in-house oversight to implement growth and dividend-income strategies with automated rebalancing.
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