Vice President, Portfolio Consulting, Strategic Wealth Advisors Group
Hao is a member of our Portfolio Consulting Team responsible for focusing on portfolio design, trade execution, and portfolio administration. In his role as Portfolio Engineer, Hao oversees trade and investment support, trading due diligence, research, portfolio analytics and market updates. Hao is a 2019 Level II CFA candidate.
Prior to joining the firm in 2016, Hao served as a financial advisor for both Edward Jones and Merrill Lynch. In addition, he earned a wealth of experience in statistical analytics, budgeting and business operations at Wells Fargo and the Pacific Gas and Electric Company.
- Master of Business Administration, CSU Sacramento
- Bachelor of Science in Business Administration, CSU Sacramento
- FINRA Series 7: General Securities Representative Examination
- FINRA Series 66: NASAA Uniform Combined State Law Examination held through Strategic Wealth Advisors Group, and LPL Financial