Advisors
Kevin Kang is a seasoned finance professional with extensive experience in investment banking, portfolio management, asset allocation, and risk management. With four years of investment banking experience specializing in cross-border mergers and acquisitions, Kevin has played a key role in structuring complex transactions and navigating the intricacies of international markets.
Holding an MBA from the University of Southern California, Kevin brings a strategic perspective to financial decision-making, blending deep analytical expertise with a keen understanding of market dynamics. Beyond investment banking, he has a strong background in managing high-net-worth portfolios, optimizing asset allocation strategies, and mitigating financial risks to drive long-term value.
Outside of finance, Kevin is an accomplished pianist with a deep appreciation for classical music, particularly the works of Rachmaninoff. A dedicated student of history and an enthusiast of fine writing instruments, he enjoys writing with fountain pens and exploring historical narratives.
Fluent in Chinese and English, Kevin thrives in diverse, global environments. Married with two children, he balances a dynamic career with a passion for music, literature, and lifelong learning.
Sachin follows a well-defined Investment Process that commences with a deep dive into understanding client needs, risk tolerance and cash flow requirements. During the financial planning process, expectations are set in terms of deliverables, performance reviews, communications and idea generation. Investment portfolios are actively managed and are regularly screened for efficiencies.
Sachin previously worked in an advisory capacity at Morgan Stanley where he was recognized among the fastest growing advisors at the firm. Prior to that, he was a top performing Private Banker at JP Morgan Chase and received multiple awards for his achievements.
Sachin comes from an entrepreneurial background with experience in running a commodities division of his family’s century old enterprise. He holds a Bachelors Degree in Economics from the University of Delhi (India) and a Masters in Marketing from Centennial College (Canada).
