Raymond is a Vice President at Robertson Stephens. Raymond has more than 10 years of experience in financial services with expertise in wealth management, financial modeling, and portfolio management. He is currently responsible for client solutions including market research, portfolio analysis and related operational responsibilities.
Prior to joining Robertson Stephens, Raymond was a Vice President with HSBC Securities (USA), Inc. in the Private Client Service group advising and building personalized asset allocation models to high net worth clients domestically and in Asia.
Raymond earned an MS in Financial Analysis from University of San Francisco and a BA in Real Estate Investment and Land Economics from University of Nebraska. Raymond is a CFA Level III candidate. Raymond and his wife, Weiwei, enjoy traveling in Asia seeking exotic culinary experiences. Raymond became an avid Husker fan after his college years in Nebraska.