Cleo Chang

I am a Strategic Investment Management Leader who offers expertise driving strategy across investment operations, building functions from ground up, and scaling firms for explosive growth. I create and execute against organizational vision, positively impacting clients and employees. As a natural and results-driven leader who builds and leads global teams, I empower staff to exceed aggressive objectives, adopt innovation, and influence transformational change. I bring a deep understanding of entire investment cycle end-to-end, bringing holistic view and offer deep C-Suite experience throughout career.

Specialties:

Investment Research Risk Management | Staff Leadership
Portfolio Management | AUM Improvement | Investment Strategies
Regulatory & Compliance | Relationship Management | P&L Management