Fei brings nearly two decades of experience in asset and wealth management to Abacus and will be overseeing the buildout of ABL Wealth. Having worked at Dynasty Financial Partners most recently, Fei served as a strategic advisor to some of the largest and most successful RIAs across the country. Partnering with sophisticated leadership teams to help scale their businesses, enhance investment offerings, build efficiencies, and better care for their clients.
Prior to Dynasty, Fei was the Director of RIA National Account and Due Diligence at CNL Financial Group, where she made significant contributions in capital raise and distribution of their private market alternative investments. Fei also had almost a decade of experience in market and product intelligence across US and Asia working for J.P. Morgan Asset Management in both New York City and Hong Kong. Fei holds a Bachelor of Science degree from Babson College, and the Chartered Alternative Investment Analyst (CAIA) designation.
Fei is a native Mandarin speaker having grown up in Dalian, China. She currently resides in Orlando with her husband and two children.