Lily Jo

Ms. Jo serves as the Executive Assistant to the Chairman. With expertise in wealth and financial planning, she contributes significantly beyond office operations by actively engaging in the firm's corporate and investor communication initiatives. Her versatile skill set plays a crucial role in fostering strong relationships with stakeholders.

Role & Background

Ms. Jo excels in external communications, adeptly forging valuable connections and ensuring efficient communication channels are maintained with stakeholders.

In addition, Ms. Jo brings valuable experience in internal communications to her role. Recognizing the significance of transparent and effective communication within the firm, she ensures smooth operations and fosters alignment of goals.