Fei Xue, CAIA®
Senior Vice President, Investments
Fei joined Dynasty in 2021 and is currently a member of the Dynasty Investments team focusing on the investment and platform needs of the Dynasty network. Prior to joining the Investment team, Fei spent over 2 years on the Relationship Management team working with some of Wealth Management industry’s most sophisticated independent advisory firms.
Prior to joining Dynasty, Fei was the Director of RIA National Account & Due Diligence for CNL Financial Group focusing on private market alternative investments. Before that, she spent 8+ years at JPMorgan Asset Management in NYC and Hong Kong providing market and competitive intelligence to help advisors and due diligence teams review and enhance their portfolio construction and manager selection process.
Fei received her BS from Babson College, and earned her Chartered Alternative Investment Analyst designation. Fei grew up in Dalian, China and speaks fluent Mandarin. She currently resides in Orlando with her husband Brendan, daughter Alexandra and son Sebastian.
Prior to joining Dynasty, Fei was the Director of RIA National Account & Due Diligence for CNL Financial Group focusing on private market alternative investments. Before that, she spent 8+ years at JPMorgan Asset Management in NYC and Hong Kong providing market and competitive intelligence to help advisors and due diligence teams review and enhance their portfolio construction and manager selection process.
Fei received her BS from Babson College, and earned her Chartered Alternative Investment Analyst designation. Fei grew up in Dalian, China and speaks fluent Mandarin. She currently resides in Orlando with her husband Brendan, daughter Alexandra and son Sebastian.
