Baoky Vu firstname.lastname@example.org 404-522-6793
Baoky Vu has over 25 years of investment experience, spanning the functions of portfolio administration to fixed-income/equity research and portfolio management. Having managed both taxable and tax-deferred investment portfolios, he has a deep appreciation for the diverse needs of individual and institutional clients. As a generalist, his research experience encompasses the broader market sectors in the large and mid-cap areas. He is most interested in the role of technology and global interconnectedness in today's markets.
Baoky received his undergraduate education at the Georgia Institute of Technology, having been an Air Force ROTC Scholarship recipient, and completed his MBA at Georgetown University. He is a graduate of Leadership Georgia and currently serves as the Fourth Congressional District State Board member of the Technical College System of Georgia.
Beverly W. Kelly email@example.com 404-596-4550
Beverly Kelly has over 40 years of fiduciary experience. She worked for 20 years at two major Atlanta law firms in their estate and trust practices. For the past 20 years, she has taken that experience to the wealth management area, advising clients on the administration of their trusts as well as their estate plans. She works closely with attorneys and accountants to ensure clients’ plans are implemented correctly and in the most efficient manner. She also takes care of clients’ day-to-day financial needs. Beverly has worked with many families over the years and enjoys seeing the next generation learn about the importance of protecting the family legacy. Beverly obtained her bachelor's degree from the University of Mississippi. She then completed her studies at the National Center for Paralegal Training at Mercer University, specializing in Estates, Trusts and Wills. Beverly is a member of the North Georgia Estate Planning Council and has attended numerous estate and trust conferences held by State Bar of Georgia and The Georgia Society of CPAs.
Hong-Tsun Simon, CFA firstname.lastname@example.org 404-596-4551
Hong-Tsun Simon has over 30 years of investment experience helping families and institutions with their investment needs. Having started her investment career as an investment consultant and obtained her Charter Financial Analyst (CFA) designation, Hong-Tsun is well versed in investments and financial planning. In the past twenty years, her focus on working with successful families has provided her with a deep understanding of trusts and estates, as well as related tax issues. Hong-Tsun enjoys the challenge of navigating the ever-changing investment landscape. More importantly, she loves helping families achieve their financial goals. Hong-Tsun majored in International Economics and graduated summa cum laude from American University of Paris. She also obtained her MBA degree from Xavier University in Cincinnati OH. She is a member of the CFA Institute and CFA Society Atlanta.