Steve has been in financial industry for more than 10 years in New York City, he gained strong understanding of markets, investing skills and insights through working with top hedge funds prior to joining Merrill Lynch Wealth Management. Steve is dedicated to applying his knowledge to help high-net-worth individuals and families, small businesses and institutions to benefit from markets. Presently, Steve is supported by group of team members providing investment portfolio constructions, selections of overweight positions, estate & tax planning, lending and private banking services. Steve and his team help clients navigate within their own complicated financial and tax situations with deep belief in asset allocation, strategic rebalancing, cash flow prediction and market psychology.

Steve speaks English and Mandarin Chinese. His multicultural background provides unique understanding of global investment thesis as well as economic macro trends delivering value added information and resources to all clients' financial and investment success. Steve and his team help clients across different cultures and fully understand the importance of support of communities.

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*Asset allocation does not ensure a profit or protect against loss in a declining market.