Meet Our Team
William Fung (President)
is a seasoned investment professional with over two decades of experience in investment management and financial markets. He holds a master’s degree from Stanford University and is a graduate of The Chinese University of Hong Kong (CUHK).
As a fiduciary and a California-licensed Registered Investment Adviser, he is dedicated to placing clients’ best interests at the forefront of all investment strategies. His deep expertise is rooted in a distinguished Wall Street career, having held senior roles—including Vice President—at premier investment banks such as Merrill Lynch, Goldman Sachs, and CS First Boston in New York, where he worked across trading, strategy, and research divisions.
He is frequently featured in financial media, including Chinese-language radio programs and newspapers, and is a sought-after speaker at investment seminars and financial forums throughout the San Francisco Bay Area.
Alison Ngai (Vice President)
is a dedicated fiduciary and seasoned wealth management professional with extensive experience in financial, tax, and estate planning for high-net-worth individuals and families.
She earned her Master’s degree in Trust and Wealth Management (Summa Cum Laude) from Campbell University in the United States, and also graduated from The Chinese University of Hong Kong Business School as a Sir David Trench Scholar.
She is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, a globally recognized certification governed by the Financial Planning Standards Board (FPSB) and its network of affiliate organizations across 28 countries and regions—including the United States, United Kingdom, Australia, Canada, China (Mainland, Hong Kong, and Macau), Singapore, Japan, Germany, and others.
With over a decade of international experience, she has held key advisory and planning roles at leading Fortune 500 financial corporations and philanthropic organizations, including Bank of America, Fidelity Investments, Standard Chartered Bank, Bank of Montreal Private Banking, LPL Financial, Sycamore Financial Planning, and the Durham Academy Philanthropy Office.
