Updated: Aug 20, 2021
Tao Ouyang is now a CFA® charter holder, belonging to the global community of more than 170,000 investment management professionals dedicated to upholding the highest professional standards, cultivating strong and fair investment markets, and putting investors first.
Tao’s journey with Gatewood Wealth Solutions began as a Portfolio Analyst Support intern during college. In his current role as Portfolio Manager Support he supports the investment and portfolio management operations areas. His responsibilities also include trade processing, oversight of the Morningstar Direct daily attribution reports, performance benchmarking, and portfolio tracking. Tao provides portfolio support to client families and is a member of the firm’s Portfolio & Investment team.
Tao is a certified CFA® and also has his Series 7 securities registration through LPL Financial.
This has been long in the waiting and the Gatewood Wealth Solutions team are incredibly excited and proud of his achievement. This is a great testament to Tao’s commitment to excellence!
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.