Oceaniq Capital, LLC

Ying Ying Jing is a financial advisor at Oceaniq Capital, LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has held positions at Credit Suisse Securities and Merrill, among other firms. Jing has been associated with various entities within the Oceaniq group since 2014. Oceaniq Capital serves high-net-worth individuals, family offices, trusts, corporations, and retirement plan sponsors by providing portfolio management, financial planning, family office services, and access to private investments. The firm combines fundamental, quantitative, and qualitative analysis in managing public and private assets and conducts due diligence on third-party managers.

Tsun Tat Wong is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue their most important goals. Tsun Tat works closely with clients to develop strategies aligned with their short-, mid-, and long-term objectives, providing guidance on investing, retirement planning, and unexpected expenses. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. With over 10 years of banking experience, Tsun Tat provides tailored banking and investment strategies for both individuals and businesses. His approach is centered on delivering personalized and appropriate solutions designed to help clients navigate complex corporate cash management and wealth management objectives. He previously worked as a Trader in Hong Kong, China. Tsun Tat earned a Bachelor of Arts degree in Mathematics and Economics from the University of California, Berkeley. He holds FINRA Series 7 and 66 registrations as well as the Personal Investment Advisor (PIA) designation. He resides in Foster City with his wife. His personal interests include baseball, basketball, biking, bowling, cooking, hiking, music, swimming, traveling, and watching movies.

Qianqian He is a financial advisor with Oceaniq Capital, LLC in Palo Alto, CA, holding a Series 65 designation and three years of industry experience. Prior to joining Oceaniq Capital, she worked at Y LOGX Securities LLC, Vienna Asset Management, Citic Trust Co., Ltd., and Credit Suisse Group AG. Oceaniq Capital serves high-net-worth individuals, family offices, trusts, corporations, and retirement plan sponsors with portfolio management, financial planning, family office services, and corporate cash management. The firm employs customized discretionary management combining fundamental, quantitative, and qualitative analysis across public and private investments and facilitates client access to private placements and pooled investment vehicles.

Kai Chen is a CFA® charterholder with 23 years of industry experience. He is a principal and managing member at Oceaniq Capital, LLC, where he has worked for 13 years. His prior experience includes roles at Credit Suisse Securities and FNEX Capital. Oceaniq Capital serves high-net-worth individuals, family offices, trusts, corporations, and retirement plan sponsors by providing portfolio management, financial planning, and family office services. The firm employs a customized, discretionary investment approach using fundamental, quantitative, and qualitative analysis across public securities, options, and private investments.