About Chao
Chao works with high-net-worth families and individuals as a Wealth Advisor, and is actively involved in investment due diligence.
Chao began his career in the financial services industry in a private foundation. Prior to his current position, he worked as the Director of Investment Research and as a Wealth Advisor at Bordeaux Wealth Advisors. Chao was also an analyst at Calvert Research and Management, specializing in socially responsible investing and ESG research within their fund research group. Prior to that, he conducted investment research, designed trading strategies, and actively engaged in operating philanthropic projects for a private foundation in Boston.
Chao grew up in Shenzhen, China, and now lives with his wife and son in Dublin, CA. He enjoys traveling, playing basketball and tennis, and is passionate about technology and science.
Education and Professional Milestones
- Boston University – bachelor’s degree in chemistry
- University of Maryland Smith School of Business – Master of Finance
- Currently a member of the CFA Institute® and the CFA® Society of San Francisco