Washington University – Economics & Finance (Cum Laude)
Washington University School of Engineering – Master of Project Management
Tao began as a Portfolio Analyst Support Intern during college doing investment research for Gatewood Wealth Solutions. In addition to investment research, Tao supports the investment and portfolio management operations areas. His responsibilities 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 CFA® Charterholder and also has his Series 7 securities registration with LPL Financial.
He was born and raised in China. In his spare time, Tao likes to run, watch basketball, and soccer.