B.A. University of Hong Kong
M.B.A. New York University
CFA—Chartered Financial Analyst
Alice spent most of her career as a fixed income analyst, covering municipal and taxable bonds issued by states and municipalities, utilities, bank holding companies and insurance companies. Alice’s analysis expertise spans corporate, public and structured finance. Throughout her long business career at several industry leaders, she had worked closely with issuers, investment bankers, bond counsels, portfolio managers, traders and financial advisors. This has allowed her to bring valuable insights to students’ professional development, which has led to a number of exciting initiatives at Gordon that have benefited students greatly in their career launches. Besides managing her family’s portfolios, Alice is also an active volunteer at her church and the CFA Institute. Having climbed many steep learning curves over the years as she navigated major sectors in changing markets, Alice has a passion for sharing her learning strategies and knowledge of various aspects of finance with students, especially in the context of developing good stewardship.
Boston Security Analysts Society
CFA Society of Dallas—Fort Worth