Founder & Chief Executive Officer

Phoebe Zhang

With over 18 years of experience in the Financial Services field, previously working as the Executive Director at Noah US LLC，a subsidiary of Noah Holdings Ltd (largest 3rd party wealth mgmt firm China), providing wealth management services to ultra high net-worth cross border clients, mainly between Asia and US.   Prior to Noah, Phoebe was with Morgan Stanley Private Wealth Management for over 10 years, with the #1 Ranked team at MS and on Barron's with 26 billion AUM, servicing ultra-high net worth clients, mainly focusing on their wealth management & estate planning needs. ​

Phoebe lives in NorCal with her husband and son, in her spare time, she loves to travel and experience all types of authentic food with the family. 

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Co-Founder & Chief Investment Officer

David He

As a former engineer and now investor, David has a solid network in both Silicon Valley and China with investors, corporate, entrepreneurs and engineers. For the past 10 years, David has had the pleasure to work with exceptional Silicon Valley teams in the areas of semiconductor, cleantech, enterprise SaaS, digital health/healthcare IT, consumer electronics, fintech.​ David's current interests are: venture FoF investment with a focus on emerging fund managers, venture investments and corporate venture in Fintech (Lending, Credit, B2B, Blockchain), TMT, consumer electronics and 2C business, digital health (non-acute care), strategic partnership for corporate and startup, health tech and fintech, technology investment for international companies in consumer electronics and software, core technologies.

Co-Founder & Chief Business Officer

Yang Xu

As a high-tech industry veteran with more than 15 years of experience, Yang steps into financial industry with his distinct mindset and vision. Prior to Beillion, Yang was with Intel and Marvell Semiconductor for more than 12 years, where he held various engineering and leadership roles across different projects and teams. Yang is also a series entrepreneur who has successfully run several software and E-Commerce start-ups. Yang holds a doctoral degree in Electrical and Computer Engineering.

Yang is currently living in Seattle area with his wife and son. He likes fishing, snowboarding and playing different musical instruments.

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Chief Operating Officer &

Private Wealth Mgmt Advisor

Stella Su

Previously working as a senior wealth management associate in Noah US, a wholly-owned subsidiary of Noah Holdings (NYSE: NOAH). Stella graduated from the University of California, Davis, with a bachelor's degree in Business/Managerial Economics. She joined Noah US in July 2018 under the wealth management team and became a licensed producer. Her job is to servicing prospects and existing high net worth cross-border clients on the platform, as well as doing product research and comparisons from market leading companies. She has been managed and closed a few hundred life insurance cases since she joined. She became a Top of the Table MDRT member in 2020. In her spare time, she loves exploring trendy food and new places and enjoys watching Netflix shows.

Chief Technical Officer &

Private Wealth Mgmt Advisor

Cece Wan

After graduating with a master’s degree in Quantitative Finance and Risk Analytic from Rensselaer Polytechnic Institute, a Top 50 university in the US, Cece joined Beillion Financial in 2020. She provides day-to-day client services as well as financial analysis and due diligence of different companies. She also developed quarterly reports automation systems with programming language. Prior to Beillion, Cece worked in CICC Fund as a financial analyst, which is one of the most influential and well-known fund companies in China. Cece’s experience covers both the analytical and operational aspects of wealth management in Mainland China and the United States.

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Venture Partner

Shannon Wang

With a strong foundation in financial risk analysis honed over seven years at Berkshire Hathaway, Shannon brings a wealth of expertise and a proven track record of excellence to Beillion. Her academic journey began at the University of California, Berkeley, where she earned both a master’s and Ph.D. in Engineering, cultivating a rigorous analytical mindset that she seamlessly transitioned into the financial services industry. Over the past seven years, Shannon has further expanded her skill set, earning licenses in securities, tax, and insurance, and demonstrating her commitment to continuous growth and adaptability. Today, Shannon’s unique multidisciplinary background and dedication to delivering tailored solutions play a pivotal role in enhancing Beillion’s ability to meet the diverse needs of its clients.