(1) Mr. Frank Xia, CFA, Vice President and Quantitative Analyst at Wellington Management
Frank is responsible for researching investment strategies at the stock and sector level and communicating research results. Frank holds an MS in computational finance from Carnegie Mellon University, an MS in mathematics from Emory University, an MS in applied mathematics from Peking University.
(2) Ms. Keying Shen, Tax Senior at Providence Equity Partners
Keying has various tax compliance experience with Providence Equity Partners and PwC Boston Office. Keying holds BBA & MSA from University of Massachusetts, Amherst.
(3) Mr. John Tong, Lead Financial Analyst at National Grid
John is experienced in auditing, general accounting, and financial analysis areas. John received an MBA from Brandeis University.
(4) Ms. Rui Zhang, FSA, MAAA, Actuary, Assistant Vice President at US Capital Management at John Hancock Financial Services
Rui had various actuarial positions in John Hancock, currently leads Company’s capital management area. Rui has an MS in actuarial science from Boston University. Rui is a fellow of the society of actuaries, she is also a member of the Chinese Actuarial Club Boston Chapter, and is a frequent speaker at the CAC events.