Mr. Alan Cheng

Mr. Alan Cheng

Chief Investment Officer, Family Office

Alan is the Chief Investment Officer of a newly-formed family office where he is responsible for constructing and implementing an investment program for the family's portfolios across all asset classes. Previously, he was an Executive Director at Morgan Stanley focused on private investments for the firm's largest family office clients. From 2012-2021, he was a senior investment professional for Oikos Holdings, an institutional-sized single family office, helping to manage the family's wealth across asset classes. Alan has also held roles in strategic consulting, trading, and global macro investing during his career. Alan graduated from the University of Virginia and is a CFA Charterholder.