Chinese Finance Association of America (CFAA) is happy to announce the newest terms for its new board following its Annual Board Meeting in April, 2015. The following individuals were re-elected for a new two-year terms to the Board of Directors with new roles:
- Vivian Lin Thurston, CFA – Chairman of the Board of Directors
- Hong Cheng, CFA – President, Board of Directors
- David Tang, CFA – Vice President and the Treasurer, Board of Directors
Joyce (Xiran) Chen has been re-elected to a two-year terms as Secretary of the Board.
In addition, CFAA welcomes new members to the Board of Directors, Summer Liu and Jeff Lu.
“ CFAA represents a high standard platform that facilitates communication among finance professionals between the U.S. and Greater China.” Said Vivian Lin Thurston, CFA. “ In this regard we are enormously pleased to welcome our new board members as they engage for the coming years and appreciate the support of the continuing members. We believe that the high quality of our board reflects both the overall importance of our mission and the deep sense of commitment which each of our board members feels towards it.”
CFAA expresses gratitude to Fuhu Liu, who have finished his terms on the board of directors. Fuhu has made a significant contribution to CFAA since becoming a committee member in 2010 and a Director since 2011. We greatly appreciate him as a fellow Director and we thank him for all his hard work and contribution.
New Board Members
Summer Xia Liu
Summer has been serving as a member of communication committee in CFAA since 2014. Summer is a portfolio accountant and trading specialist in BridgePortfolio Inc. She supports the daily portfolio reconciliation and assists the requests from RIAs with resolutions of performance discrepancy, rebalancing and account maintenance. Prior to this, Summer received her Master’s degree in finance from DePaul University in 2013 and her Bachelors from Shanghai University of Finance & Economics in 2011.
Jeff Lu
Jeff Lu received his MBA degree in Finance from Yale School of Management, and Master of Science and Master of Philosophy degree in Cell Biology from Yale School of Medicine. Mr. Lu has worked as a research analyst and portfolio manager with Franklin Investments, AIG and China Asset Management, each managing multi-billion dollar assets for retail and institutional clients. Using the method of evidence-based scientific research, Jeff conducted his search for investment ideas in a similar fashion. Once an experienced biotech and pharmaceutical industry analyst, Jeff has developed his skill and knowledge in investing in energy, material, industrial and technology sectors. He traveled to Russia, Brazil, Turkey, Kuwait, Chile, UAE, Canada, Australia, US, Britain, France, Belgium, Swiss to visit companies and meet with management. He successfully managed global equity portfolio for clients that significantly outperformed corresponding benchmark in recent years. He authored the book The Wall Street Missed.
About Chinese Finance Association of America
Chinese Finance Association of America (CFAA) is an independent not-for-profit 501(c) organization committed to promoting educational and cultural exchange among finance professionals between the United States and Greater China through facilitating communication and the exchange of ideas in the financial industry. Incorporated and headquartered in Chicago, Illinois, CFAA is aimed to serve Chinese finance professionals and others who are interested in the financial industry of Greater China. We welcome you to participate in and contribute to the development of CFAA.
A complete list of the CFA Board of Directors can be found online at https://www.chinesefinanceassociation.org/about/board-of-directors/.
