Elise Wong (“Elise”) serves as our Chief Operating Officer and a Director. Elise is the daughter of Teresa Wo, our Chief Executive Officer, President, and Director.

Elise graduated from the University of California, Davis in 2005 with a Bachelor of Science degree in Computer Science. She obtained a Master of Management degree in Finance from the University of Hong Kong in 2011. Elise obtained the Financial Advisor International Qualification (FAIQ) from the Hong Kong Financial Planners Association in 2014 and the Qualified Retirement Advisor (QRA) qualification from the Hong Kong Financial Planners Association in 2017. From 2010 to 2020, she served as a Senior Financial Advisor at Manulife Life Insurance (International) Limited.