Haitou Family is a multi-family-office, working with families to set up global asset allocation structure and transfer wealth through generations.
Haitou Advisor was founded in New York as a global asset allocation platform, providing diversified investment management products and services.
Haitou Academy is a global education platform, providing market research, online courses, and overseas trainings.
Haitou Club is one-stop-shop providing private family services.
Haitou Foundation is a private non-profit organization founded in New York, focused on global education.
Haitou Investment Management is registered as a Registered Investment Advisor, focused on long-term, alternative and value investments.
Haitou Securities is a boutique broker-dealer based in New York City, specializing in Private Placements and Mergers and Acquisitions.
Before founding Haitou Global, Jerry was Investment Manager at University of Notre Dame
Investments Office and Associate Director at Wesleyan University Investment Office, responsible for global
Jerry graduated from Tsinghua University and University of Notre Dame and is CFA and CAIA charter holder.
Previously Dr. Guo served as CEO at CITIC International USA, LLC. Dr. Guo was also
senior investment management at CICC and Citi, specialized in asset securitization, secondary market trading,
hedging strategies, and distressed assets.
Dr. Guo received BS from Tsinghua University and Ph.D. from University of Toronto and is registered as Series 7, 24, 63 and 79 holder.
Chris previously was COO of Sprinklebit Holding, responsible for operation optimization and OATS reporting
system construction. Chris was also COO and Chief Compliance Office of Success Trade Securities, managing
trading operation for 10 years.
Chris graduated from ITESM University and is registered as Series 4, 7, 24, and 53 holder.
Dr. Kuang previously spent twenty years in Citigroup, managing the origination,
structuring and hedging for billions of dollars of structured notes linked to Fixed Income, Currency, Commodity,
Equity and other asset classes. He was a key member of the analytic team of the famous software "YieldBook".
Dr. Kuang received Ph.D. from University of Minnesota and is registered as Series 7, 55 and 63 holder.
Previously Sabrena was Analyst of Alpha4x, a multi-billion dollar hedge fund,
responsible for trading, valuation and performance analysis.
Sabrena graduated from Donghua University and Johns Hopkins University and is CFA and FRM charter holder.
Joyce was counsel at Deloitte Legal and Hankun, responsible for fund and trust registration and private equity
investment legal structure and due diligence.
Joyce graduated from Northwest University of Political Science and Law and University of Michigan Law School. Joyce is registered with New York State and in China.
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