As Chief Operating Officer, Haiyang oversees strategic planning, sales and marketing, and key partnerships at CCA. Haiyang has over 13 years of experience in the financial industry, specializing in advice for ultra-high-net-worth clients.
Previously, Haiyang was the Director of Marketing and Relationship Management at CCA, where he managed product marketing, firm branding, and client relationships. Prior to joining CCA, Haiyang worked in Capital Advisory at J.P. Morgan Private Bank in Los Angeles, where he managed the $1bn+ lending portfolio and performed risk and credit analysis to deliver customized financing solutions for clients. Haiyang started his career at J.P. Morgan Private Bank focusing on security analysis and portfolio allocation for individual investors, foundations and private investment companies. Haiyang is currently the Director of Financial Literacy and Senior Programs at Minds Matter Los Angeles, an educational non-profit helping high-achieving students from low-income families prepare for college.
Haiyang received a Bachelor’s degree with honors from Claremont McKenna College in Philosophy, Politics and Economics. Haiyang holds the Series 7, 63 and 65 securities licenses.
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