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Yongai XuCFA

Portfolio ManagerPartner

Yongai Xu holds a bachelor’s degree in international economics from Fudan University and is an HEC Montreal graduate with a Master of Science in Finance (M.Sc. Finance). She is a CFA® charterholder and has the FSA (Fundamentals of Sustainability Accounting) credential.

Prior to joining LetkoBrosseau in 2013, she worked as a management associate in HSBC Bank (China) Company Limited, participating in various projects in Strategy, Investment Products, Marketing, and Customer Relationship Management.

Curious and analytical, Ms. Xu is known for being a fast learner, and highly self-motivated.

  • CFA – A professional certificate offered through the CFA Institute®. The certification qualifies one to be a financial analyst. To qualify for a CFA®, one must have worked a certain number of years in the financial industry and must complete three levels of exams on all topics related to investing. CFA® charterholders are required to adhere and annually attest to the CFA Institute® Code of Ethics and Standards of Professional Conduct. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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