Oceaniq Capital, LLC

Ying Ying Jing is a financial advisor with Oceaniq Capital, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at several related firms including Forest VC, LLC, Wisdomont Asset Management, Oceaniq Group, LLC, and OCEANIQ PARTNERS LLC. Oceaniq Capital primarily serves high-net-worth individuals, family offices, and institutional clients such as pension plans and corporations. The firm provides fiduciary investment advice using fundamental, quantitative, and asset-allocation analysis across public and private securities, and offers a range of services including portfolio management, family office support, financial planning, and retirement plan consulting.

Michael Pang is a financial advisor at Oceaniq Capital, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at SoFi and Advent Properties. Oceaniq Capital serves high-net-worth individuals, family offices, and institutional clients, providing portfolio management, family office services, financial planning, and retirement plan consulting. The firm uses fundamental, quantitative, and asset-allocation analysis across public and private securities and manages private venture funds and special-purpose vehicles through affiliated advisers.

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 at Oceaniq Capital, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Y LOGX Securities LLC, Vienna Asset Management, Citic Trust Co., Ltd., and Credit Suisse Group AG. Oceaniq Capital primarily serves high-net-worth individuals, family offices, and institutional clients, offering portfolio management, family office services, financial planning, and retirement plan consulting. The firm uses fundamental, quantitative, and asset-allocation analysis across public and private securities and sponsors private venture funds and special-purpose vehicles through affiliated advisers.

Kai Chen is a financial advisor at Oceaniq Capital, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Oceaniq Capital since 2013, serving as a principal and managing member. Prior to this, he worked at FNEX Capital. Oceaniq Capital primarily serves high-net-worth individuals, family offices, and institutional clients, offering portfolio management, family office services, financial planning, and retirement plan consulting. The firm provides fiduciary investment advice using fundamental, quantitative, and asset-allocation analysis across public and private securities and sponsors private venture funds and special-purpose vehicles through affiliated advisers.