Jeffrey, born in Hong Kong, went to Berkshire School then Columbia University majored in Mechanical Engineering and minored in Economics. He worked as a patent engineer in Taiwan and regional marketing director in Australia before moving back to Hong Kong to join the family garment business and currently providing corporate wear to the various industries in Greater China.

Due to an unfortunate incident in 2018 that put him in ICU for four weeks, he made use of the time during recovery to join the consulting team at MyPFund and be an excellent wealth specialist. He focuses on the HNW and family business sectors.

Jeffrey is smart in combining various asset classes, investment strategies, risk management, and asset allocation. He has firsthand experience in managing portfolios to suit client needs for different legacy advisory.