Lucy Jing

Lucy Jing is a prominent figure in the finance and investment sector, currently serving as the Director and Co-Founder of OceanIQ Capital LLC, an SEC registered investment adviser. Based in San Mateo, California, she plays a crucial role in managing daily operations, client services, venture investments, and corporate partnerships within the firm.12

Professional Background

• Early Career: Lucy began her wealth management career at Bank of America International Private Bank, where she spent seven years focusing on high net worth families in Asia. Following the merger with Merrill Lynch, she continued her work at the Menlo Park office for four years, primarily assisting Silicon Valley professionals and entrepreneurs.1
• Credit Suisse: In 2012, she joined Credit Suisse to enhance her expertise in both local and offshore markets. During her tenure there, she collaborated with various partners to provide tailored solutions in investment allocation, retirement planning, and wealth transfer strategies.14

Skills and Expertise

Lucy Jing is fluent in Cantonese, Mandarin, and the Shanghai dialect, which aids her in servicing a diverse clientele. Her extensive experience in wealth management has equipped her with a deep understanding of financial strategies tailored to individual client needs.13

Education

Lucy holds a degree from San Francisco State University, which complements her professional qualifications and expertise in finance.3

Her leadership at OceanIQ Capital reflects her commitment to delivering innovative financial solutions and fostering strong client relationships.