Eva Xu Email & Phone Number
Director of Client Strategy @ Empirical Wealth Management
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Eva Xu Location
- Palo Alto, CA, US
Eva Xu Work
- 2025 -now Director of Client Strategy @
- 2024 -2025 Director of Research and Client Education and Portfolio Manager @
- 2024 -2024 Consultant @
- 2012 -2024 Managing Director | Head of Asset Allocation and Multi-Asset Solutions @
- 2015 -2023 Senior Portfolio Manager | Schwab Intelligent Portfolios (SIP) @
- 2015 -2023 Chair | Model Committees of CSIA, then of Schwab Asset and Wealth Management @
- 2015 -2020 Chair | Schwab Intelligent Portfolios (SIP) Investment Committee @
- 2004 -2012 Managing Partner | Co-Founder @ Bayswater Asset Management LLC
- 2003 -2004 Vice President | Absolute Return Strategies @
- 2000 -2002 Director - Research | Investment Strategy | Currency Overlay @
- 1997 -2000 Vice President - Multi-Asset Investment Research @
- 1995 -1997 Senior Quantitative Research Associate @
- 1994 -1996 Assistant Professor of Economics @
- 1993 -1993 Consultant - Macroeconomic Adjustment Division @
Eva Xu Education
- Harvard Business School Executive Education
Certificate (Investment Management)
2014-2014 - Simon Fraser University
Ph.D. (Economics)
- Tsinghua University
Bachelor of Science - BS (Physics)
- Simon Fraser University
Master of Arts - MA (Economics)
Eva Xu Skills
- Financial Software
- Stewardship
- Investment Funds
- Fundraising
- Series 7
- Trend Following (Trading)
- Due Diligence
- HNW
- High-Net-Worth Individuals (HNWI)
- Gatekeeper
- Presentations
- White Papers
- Policy Writing
- Allocations
- Macro Analysis
- Customer Engagement
- Communication
- Investor Reporting
- Quantitative Investment Strategies
- Global Tactical Asset Allocation
- Multi-Asset Investment Research
- Cross-functional Team Leadership
- Builds Relationships
- Investment Product Leadership
- Team Management
- Customized Portfolio Construction
- Investment Research
- Investment Strategist
- Manager Selection
- Product Management
- Investment Risk Management
- Portfolio Construction
- Alpha Generation
- Thought Leadership
- Strategic Planning
- Product Development
- Communication and Training
- Portfolio Performance Analysis
- Quantitative Data
- Portfolio Risk Management
- Portfolio Management
- Global Macro
- Quantitative Finance
- Hedge Funds
- Equities
- Investments
- Fixed Income
- Emerging Markets
- Asset Management
- Investment Strategies
- Alternative Investments
- Commodity
- Institutional Investments
- Relationship Management
- Strategy
- Risk Management
- Asset Allocation
- Currency
- Investment Management
- Macroeconomics
- Research
- Social Media
- Leadership
- Business Development
- SIP
- SAN
- Institutional
- Marketing
- Bloomberg
- Public Speaking
- Management
Eva Xu Summary
- Eva Xu, based in Palo Alto, CA, US, is currently a Director of Client Strategy at Empirical Wealth Management. Eva Xu brings experience from previous roles at Empirical Wealth Management, Chestnut Advisory Group, Charles Schwab Investment Advisory and Charles Schwab. Eva Xu holds a 2014 - 2014 Certificate in Investment Management @ Harvard Business School Executive Education. With a robust skill set that includes Financial Software, Stewardship, Investment Funds, Fundraising, Series 7 and more. Eva Xu has 2 emails and 3 mobile phone numbers on RocketReach.
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