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IONE Capital Management LLC

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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

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Chao X

CFA®

Hoboken, NJ

IONE Capital Management LLC

Chao Xu is a CFA® charterholder and financial advisor with six years of industry experience. He has worked at IONE Capital Management LLC since 2014 and previously at JSB Partners from 2014 to 2016. IONE Capital Management LLC provides discretionary portfolio management primarily to high-net-worth individuals and pooled investment vehicles. The firm emphasizes quantitative, systematic strategies and risk control in portfolio construction, managing a limited number of client relationships and advising a private pooled fund.

Options & derivatives strategies Active portfolio management
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Yijia F

Series 65

Hoboken, NJ

IONE Capital Management LLC

Yijia Fan is a financial advisor at IONE Capital Management LLC with six years of industry experience and holds a Series 65 designation. Since 2019, Fan has served as 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 uses quantitative, systematic strategies with a focus on risk control and acts as adviser to the iOne Multi Asset Strategy Fund.

Options & derivatives strategies Active portfolio management
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