Lei Shan has over twenty years of experience, with Goldman Sachs, Credit Suisse First Boston, Donaldson, Lufkin & Jenrette and Merrill Lynch Wealth Management.  

Lei works extensively with wealthy families, and as well as institutions.  As their advisor, she consults with clients to determine their needs. Together with the clients, they build a customized and holistic plan to pursue clients’ goals.  

Lei graduated a Fuqua Scholar with an MBA from the Duke University.  She also holds a Master of Science in Molecular Biology from Vanderbilt University. 


Lei has been featured in Atlanta Journal Constitution’s “Movers and Shakers”, Women’s World, and Atlanta Business Chronicle.  Lei’s volunteer activities focus on those less fortunate and include work at the Atlanta Day Shelter for Women and Children as well as Habitat for Humanity. She also served on the Executive Board for Georgia China Alliance, as well as on the board for Carver Family YMCA.  Lei grew up in Mainland China, and speaks fluent Chinese.  She lives in Atlanta with her husband Ron Stockton, as well as their two children.  An avid traveler, Lei is a certified scuba diver, triathlete, and she enjoys the outdoors.