Christine Cao, MSc. CFA

Christine Cao is overseeing the investment and portfolio management at the Rosen Group Private Wealth Management. As a valued partner, she is responsible for the overall managed portfolio strategies and asset allocation for our private clients.

With a track record spanning over 25 years in the industry, she has a vast understanding of financial markets, having worked on the institutional side covering portfolio managers for pension funds, trust funds, money managers and the wealthiest clients on the private wealth management side. In her previous roles, she built relationships with institutional clients at the largest French Banks where she provided investment ideas and identified business opportunities with value added financial transactions. On the wealth management side, she worked at one of the largest money managers and at a bank-owned wealth management investment firm where she was managing the investment portfolios and providing financial solutions to the most affluent clients and family offices.

Over the years, Christine adopted the pension fund investment philosophy to our managed portfolios. She believes in a personalized investment approach with real asset solutions. High quality securities, investment discipline, transparency, non-traditional asset classes, tax efficiency and diversification are keys to achieve superior risk adjusted returns.

Christine is a proud mother of her beloved son and loves skiing, biking and jogging in her spare time.