- Sunday, April 8
- Understanding Wealth and Success
- 2:15 pm - 3:30 pm
Metropole - Fairmont
Quantum Capital Management
David Xu started his career in the financial industry with Charles Schwab in 2000 in San Francisco, serving investors mainly from countries of the Asia Pacific region. He served as a Vice President/Financial Consultant to grow the business of the affluent investors from this region, assisting investors with financial advice on investments, estate planning, gifting, income tax, retirement. Mr. Xu traveled to Taiwan, Hong Kong, and China to conduct investment seminars, meet with prospective clients, and promote Schwab’s products and services. He managed more than 300 accounts in his active practice with a total of $600 million in assets under management (AUM).
After retiring from Charles Schwab, he decided to continue his career in financial services. Now, he works for Quantum Capital Management, a SEC registered advisory firm, also a subsidiary of Sterling Bank & Trust, since October 2017 as a Managing Director.
Mr. Xu is a Certified Wealth Strategist (CWS) and holds Series 7, 63, and 66 licenses. He graduated with a Master’s Degree in French Literature. He is fluent in English, Chinese, and French.