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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® Chartered Financial Analyst®, CIPM®, and GIPS® are registered trademarks owned by CFA Institute.

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