Suggestions
Weibo Xiong, CFA
Senior Vice President at Portfolio Advisors
Weibo Xiong, CFA, is a Senior Vice President at Portfolio Advisors, a firm specializing in financial services. He has a solid background in the industry, with experience in various roles that contribute to his expertise in secondary investments.
Education and Qualifications
Weibo Xiong holds a Bachelor's degree in Economics and Business Management from Singapore Management University. Additionally, he has earned the Chartered Financial Analyst (CFA) designation, which is a globally recognized credential for investment professionals.32
Professional Role
In his current position at Portfolio Advisors, Weibo Xiong plays a significant role in managing investments and guiding strategic decisions within the firm. Portfolio Advisors is headquartered in Darien, Connecticut, and employs between 51 to 200 individuals.1
His work is characterized by a focus on secondary investments, where he leverages his financial acumen to navigate complex market dynamics and identify lucrative opportunities for the firm and its clients.13