Fei Xue is the VP of ABL Wealth – a longevity-based wealth and investment manager using Abacus’ decades-long data and proprietary algorithms to provide financial advisors access to uncorrelated investment solutions and to help create more customized financial plans for clients. With nearly two decades of experience in asset and wealth management, Ms. Xue will be overseeing the buildout of ABL Wealth.
Having worked at Dynasty Financial Partners most recently, Ms. Xue served as a strategic advisor to some of the largest and most successful RIAs across the US. Partnering with sophisticated leadership teams to help scale their businesses, enhance investment offerings, build efficiencies, and better care for their clients. Prior to Dynasty, Ms. Xue was the Director of RIA National Account and Due Diligence at CNL Financial Group, where she made significant contributions in capital raising and distribution of their private market alternative investments. Ms. Xue 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.
Ms. Xue holds a Bachelor of Science degree from Babson College, and the Chartered Alternative Investment Analyst (CAIA®) designation. She is a native Mandarin speaker having grown up in Dalian, China. She currently resides in Orlando, FL, with her husband and two children.